IPC
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Independent Portfolio Consultants’s Unum UNM Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-29
Closed -$1K – 1033
2015
Q1 		$1K Buy
+29
New +$962 ﹤0.01% 965

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Portfolio Consultants's UNM Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Unum (UNM) in Q2 2015, closing a stake of 29 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in UNM in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 422 funds tracked by Wall St. Rank hold UNM as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Unum position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 29 Unum shares in Q2 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Unum in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Unum position peaked at $1K in Q1 2015.
  • 422 funds tracked by Wall St. Rank held Unum as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.