Gupta Wealth Management’s Unum UNM Stock Holding History

Gupta 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
2016 Q1	$37K	Buy	1,185 +1,134	+2,224%	+$33.3K	0.01%	503
2015 Q4	$2K	Hold	51	–	–	﹤0.01%	1141
2015 Q3	$2K	Hold	51	–	–	﹤0.01%	1153
2015 Q2	$2K	Hold	51	–	–	﹤0.01%	1155
2015 Q1	$2K	Buy	+51	New	+$1.69K	﹤0.01%	1035

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

NIMC

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

Gupta Wealth Management's UNM Position: Q1 2016 in Review

Gupta Wealth Management increased its Unum (UNM) stake by 2,224% in Q1 2016, buying an estimated $33.3K and bringing the position to 1,185 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #503.

Gupta Wealth Management first reported a position in UNM in Q1 2015 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

Gupta Wealth Management held 1,185 shares of Unum worth $37K as of Q1 2016.
Gupta Wealth Management bought 1,134 Unum shares in Q1 2016, an estimated $33.3K.
Unum made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #503 holding.
Gupta Wealth Management first reported a position in Unum in Q1 2015 and has held it in 5 quarters since.
428 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.