Guardian Investor Services’s Unum UNM Stock Holding History

Guardian Investor 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
2015 Q1	$59K	Hold	1,744	–	–	0.05%	415
2014 Q4	$61K	Sell	1,744 -64	-4%	-$2.16K	0.05%	402
2014 Q3	$62K	Sell	1,808 -122	-6%	-$4.29K	0.05%	397
2014 Q2	$67K	Sell	1,930 -84	-4%	-$2.87K	0.05%	391
2014 Q1	$71K	Sell	2,014 -99	-5%	-$3.38K	0.06%	378
2013 Q4	$74K	Sell	2,113 -26	-1%	-$851	0.06%	370
2013 Q3	$65K	Sell	2,139 -53	-2%	-$1.63K	0.05%	378
2013 Q2	$64K	Buy	+2,192	New	+$61K	0.05%	374

Other funds holding UNM

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guardian Investor Services's UNM Position: Q1 2015 in Review

Guardian Investor Services held its Unum (UNM) position steady in Q1 2015 at 1,744 shares worth $59K. The position accounts for 0.05% of the portfolio, ranked #415.

Guardian Investor Services first reported a position in UNM in Q2 2013 and has held it in 8 quarters since. The position peaked at $74K in Q4 2013. 411 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

Guardian Investor Services held 1,744 shares of Unum worth $59K as of Q1 2015.
Guardian Investor Services left its Unum share count unchanged in Q1 2015.
Unum made up 0.05% of Guardian Investor Services's portfolio in Q1 2015, its #415 holding.
Guardian Investor Services first reported a position in Unum in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Unum position peaked at $74K in Q4 2013.
411 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.