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Global Financial Private Capital’s Unum UNM Stock Holding History

Global Financial Private Capital’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
2018
Q1 		– Sell
-23,698
Closed -$1.3M – 557
2017
Q4 		$1.3M Buy
+23,698
New +$1.27M 0.04% 221

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 $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Global Financial Private Capital's UNM Position: Q1 2018 in Review

Global Financial Private Capital sold out of Unum (UNM) in Q1 2018, closing a stake of 23,698 shares — an estimated $1.3M sold.

Global Financial Private Capital first reported a position in UNM in Q4 2017 and held it in 1 quarter. The position peaked at $1.3M in Q4 2017. 549 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • Global Financial Private Capital reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 23,698 Unum shares in Q1 2018, an estimated $1.3M.
  • Global Financial Private Capital first reported a position in Unum in Q4 2017 and held it in 1 quarter.
  • Global Financial Private Capital's Unum position peaked at $1.3M in Q4 2017.
  • 549 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Global Financial Private Capital's 13F filing for Q1 2018, filed 14 May 2018.