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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Unum UNM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
-504
Closed -$23K – 508
2016
Q4 		$23K Hold
504
– – 0.01% 234
2016
Q3 		$17K Hold
504
– – 0.01% 254
2016
Q2 		$16K Buy
+504
New +$17K 0.01% 241

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's UNM Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Unum (UNM) in Q1 2017, closing a stake of 504 shares — an estimated $23K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in UNM in Q2 2016 and held it in 3 quarters. The position peaked at $23K in Q4 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 504 Unum shares in Q1 2017, an estimated $23K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Unum in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Unum position peaked at $23K in Q4 2016.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.