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IKOS CIF’s Unum UNM Stock Holding History

IKOS CIF’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
Q2 		– Sell
-600
Closed -$19K – 220
2016
Q1 		$19K Sell
600
-100
-14% -$2.93K 0.05% 148
2015
Q4 		$23K Hold
700
– – 0.07% 153
2015
Q3 		$23K Buy
+700
New +$24.1K 0.07% 176
2014
Q4 		– Sell
-4,538
Closed -$157K – 320
2014
Q3 		$157K Buy
4,538
+4,521
+26,594% +$159K 0.23% 161
2014
Q2 		$1K Buy
+17
New +$580 ﹤0.01% 195
2013
Q4 		– Sell
-1,703
Closed -$52K – 272
2013
Q3 		$52K Buy
+1,703
New +$52.3K 0.06% 155

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IKOS CIF's UNM Position: Q2 2016 in Review

IKOS CIF sold out of Unum (UNM) in Q2 2016, closing a stake of 600 shares — an estimated $19K sold.

IKOS CIF first reported a position in UNM in Q3 2013 and held it in 6 quarters. The position peaked at $157K in Q3 2014. 464 funds tracked by Wall St. Rank hold UNM as of Q2 2016.

  • IKOS CIF reported no remaining Unum position as of Q2 2016 after selling out during the quarter.
  • IKOS CIF sold 600 Unum shares in Q2 2016, an estimated $19K.
  • IKOS CIF first reported a position in Unum in Q3 2013 and held it in 6 quarters.
  • IKOS CIF's Unum position peaked at $157K in Q3 2014.
  • 464 funds tracked by Wall St. Rank held Unum as of Q2 2016.

Based on IKOS CIF's 13F filing for Q2 2016, filed 12 Aug 2016.