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Golden State Wealth Management’s Unum UNM Stock Holding History

Golden State Wealth 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
2020
Q2 		– Sell
-204
Closed -$3K – 865
2020
Q1 		$3K Buy
+204
New +$4.91K ﹤0.01% 829
2019
Q4 		– Sell
-204
Closed -$6K – 880
2019
Q3 		$6K Hold
204
– – ﹤0.01% 839
2019
Q2 		$6K Hold
204
– – ﹤0.01% 852
2019
Q1 		$7K Buy
+204
New +$7.1K ﹤0.01% 853

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Golden State Wealth Management's UNM Position: Q2 2020 in Review

Golden State Wealth Management sold out of Unum (UNM) in Q2 2020, closing a stake of 204 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in UNM in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 411 funds tracked by Wall St. Rank hold UNM as of Q2 2020.

  • Golden State Wealth Management reported no remaining Unum position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 204 Unum shares in Q2 2020, an estimated $3K.
  • Golden State Wealth Management first reported a position in Unum in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Unum position peaked at $7K in Q1 2019.
  • 411 funds tracked by Wall St. Rank held Unum as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.