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FineMark National Bank & Trust’s Unum UNM Stock Holding History

FineMark National Bank & Trust’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-63
Closed -$3K – 971
2016
Q4 		$3K Buy
+63
New +$2.52K ﹤0.01% 1130
2015
Q3 		– Sell
-61
Closed -$2K – 1586
2015
Q2 		$2K Hold
61
– – ﹤0.01% 1282
2015
Q1 		$2K Buy
61
+8
+15% +$265 ﹤0.01% 1273
2014
Q4 		$2K Hold
53
– – ﹤0.01% 1290
2014
Q3 		$2K Hold
53
– – ﹤0.01% 1273
2014
Q2 		$2K Hold
53
– – ﹤0.01% 1301
2014
Q1 		$2K Hold
53
– – ﹤0.01% 1305
2013
Q4 		$2K Buy
53
+13
+33% +$426 ﹤0.01% 1327
2013
Q3 		$1K Hold
40
– – ﹤0.01% 1392
2013
Q2 		$1K Buy
+40
New +$1.11K ﹤0.01% 1349

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FineMark National Bank & Trust's UNM Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Unum (UNM) in Q1 2017, closing a stake of 63 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in UNM in Q2 2013 and held it in 10 quarters. The position peaked at $3K in Q4 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 63 Unum shares in Q1 2017, an estimated $3K.
  • FineMark National Bank & Trust first reported a position in Unum in Q2 2013 and held it in 10 quarters.
  • FineMark National Bank & Trust's Unum position peaked at $3K in Q4 2016.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.