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First Personal Financial Services’s Unum UNM Stock Holding History

First Personal Financial 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
Q2 		– Sell
-109
Closed -$4K – 808
2019
Q1 		$4K Buy
+109
New +$3.79K ﹤0.01% 627
2018
Q1 		– Sell
-841
Closed -$46K – 1076
2017
Q4 		$46K Hold
841
– – 0.01% 496
2017
Q3 		$43K Hold
841
– – 0.01% 454
2017
Q2 		$39K Hold
841
– – 0.01% 465
2017
Q1 		$39K Hold
841
– – 0.01% 443
2016
Q4 		$37K Hold
841
– – 0.01% 434
2016
Q3 		$30K Hold
841
– – 0.01% 365
2016
Q2 		$27K Buy
+841
New +$28.4K 0.01% 371

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Personal Financial Services's UNM Position: Q2 2019 in Review

First Personal Financial Services sold out of Unum (UNM) in Q2 2019, closing a stake of 109 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in UNM in Q2 2016 and held it in 8 quarters. The position peaked at $46K in Q4 2017. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

  • First Personal Financial Services reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
  • First Personal Financial Services sold 109 Unum shares in Q2 2019, an estimated $4K.
  • First Personal Financial Services first reported a position in Unum in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Unum position peaked at $46K in Q4 2017.
  • 490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on First Personal Financial Services's 13F filing for Q2 2019, filed 29 Jul 2019.