Gideon Capital Advisors’s Unum UNM Stock Holding History

Gideon Capital Advisors’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	-8,776	Closed	-$294K	–	407
2019 Q2	$294K	Buy	+8,776	New	+$304K	0.1%	225
2018 Q2	–	Sell	-14,398	Closed	-$685K	–	497
2018 Q1	$685K	Buy	+14,398	New	+$752K	0.42%	62
2017 Q1	–	Sell	-12,866	Closed	-$566K	–	519
2016 Q4	$566K	Sell	12,866 -17,450	-58%	-$698K	0.36%	64
2016 Q3	$1.07M	Sell	30,316 -30,056	-50%	-$1.02M	0.65%	51
2016 Q2	$1.92M	Buy	60,372 +50,606	+518%	+$1.71M	1.12%	23
2016 Q1	$302K	Sell	9,766 -4,336	-31%	-$127K	0.38%	100
2015 Q4	$469K	Buy	+14,102	New	+$486K	0.34%	109
2015 Q3	–	Sell	-10,404	Closed	-$372K	–	328
2015 Q2	$372K	Sell	10,404 -12,817	-55%	-$448K	0.15%	174
2015 Q1	$783K	Buy	+23,221	New	+$770K	0.32%	112
2014 Q4	–	Sell	-44,207	Closed	-$1.52M	–	311
2014 Q3	$1.52M	Buy	+44,207	New	+$1.55M	0.59%	55
2014 Q1	–	Sell	-21,270	Closed	-$746K	–	289
2013 Q4	$746K	Buy	+21,270	New	+$697K	0.44%	78

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's UNM Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Unum (UNM) in Q3 2019, closing a stake of 8,776 shares — an estimated $294K sold.

Gideon Capital Advisors first reported a position in UNM in Q4 2013 and held it in 11 quarters. The position peaked at $1.92M in Q2 2016. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

Gideon Capital Advisors reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 8,776 Unum shares in Q3 2019, an estimated $294K.
Gideon Capital Advisors first reported a position in Unum in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's Unum position peaked at $1.92M in Q2 2016.
456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.