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First Allied Advisory Services’s Unum UNM Stock Holding History

First Allied Advisory Services’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
2019
Q3 		– Sell
-153,530
Closed -$5.17M – 1687
2019
Q2 		$5.17M Sell
153,530
-16,384
-10% -$567K 0.18% 142
2019
Q1 		$5.78M Sell
169,914
-7,351
-4% -$256K 0.2% 128
2018
Q4 		$5.25M Buy
+177,265
New +$6.2M 0.21% 123

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Allied Advisory Services's UNM Position: Q3 2019 in Review

First Allied Advisory Services sold out of Unum (UNM) in Q3 2019, closing a stake of 153,530 shares — an estimated $5.17M sold.

First Allied Advisory Services first reported a position in UNM in Q4 2018 and held it in 3 quarters. The position peaked at $5.78M in Q1 2019. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • First Allied Advisory Services reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 153,530 Unum shares in Q3 2019, an estimated $5.17M.
  • First Allied Advisory Services first reported a position in Unum in Q4 2018 and held it in 3 quarters.
  • First Allied Advisory Services's Unum position peaked at $5.78M in Q1 2019.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on First Allied Advisory Services's 13F filing for Q3 2019, filed 6 Nov 2019.