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Gary Goldberg Planning Services’s Unum UNM Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$77K Hold
2,200
– – 0.03% 175
2014
Q3 		$76K Hold
2,200
– – 0.03% 177
2014
Q2 		$76K Hold
2,200
– – 0.03% 178
2014
Q1 		$78K Hold
2,200
– – 0.04% 175
2013
Q4 		$77K Hold
2,200
– – 0.04% 158
2013
Q3 		$67K Hold
2,200
– – 0.04% 164
2013
Q2 		$65K Buy
+2,200
New +$61.3K 0.04% 160

Other funds holding UNM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Gary Goldberg Planning Services's UNM Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Unum (UNM) position steady in Q4 2014 at 2,200 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #175.

Gary Goldberg Planning Services first reported a position in UNM in Q2 2013 and has held it in 7 quarters since. The position peaked at $78K in Q1 2014. 414 funds tracked by Wall St. Rank hold UNM as of Q4 2014.

  • Gary Goldberg Planning Services held 2,200 shares of Unum worth $77K as of Q4 2014.
  • Gary Goldberg Planning Services left its Unum share count unchanged in Q4 2014.
  • Unum made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #175 holding.
  • Gary Goldberg Planning Services first reported a position in Unum in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Unum position peaked at $78K in Q1 2014.
  • 414 funds tracked by Wall St. Rank held Unum as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.