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Hanseatic Management Services’s Unum UNM Stock Holding History

Hanseatic Management 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
2018
Q1 		– Sell
-10,281
Closed -$564K – 488
2017
Q4 		$564K Sell
10,281
-201
-2% -$10.8K 0.57% 79
2017
Q3 		$536K Sell
10,482
-5,399
-34% -$263K 0.61% 66
2017
Q2 		$741K Buy
15,881
+1,368
+9% +$62.9K 0.38% 107
2017
Q1 		$681K Buy
+14,513
New +$680K 0.37% 114

Other funds holding UNM

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $304B AUM 35.64% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Hanseatic Management Services's UNM Position: Q1 2018 in Review

Hanseatic Management Services sold out of Unum (UNM) in Q1 2018, closing a stake of 10,281 shares — an estimated $564K sold.

Hanseatic Management Services first reported a position in UNM in Q1 2017 and held it in 4 quarters. The position peaked at $741K in Q2 2017. 550 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • Hanseatic Management Services reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
  • Hanseatic Management Services sold 10,281 Unum shares in Q1 2018, an estimated $564K.
  • Hanseatic Management Services first reported a position in Unum in Q1 2017 and held it in 4 quarters.
  • Hanseatic Management Services's Unum position peaked at $741K in Q2 2017.
  • 550 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Hanseatic Management Services's 13F filing for Q1 2018, filed 2 May 2018.