Insight 2811 Inc’s Unum UNM Stock Holding History

Insight 2811 Inc’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	–	Sell	-20,800	Closed	-$692K	–	119
2015 Q4	$692K	Sell	20,800 -2,300	-10%	-$79.3K	0.33%	58
2015 Q3	$741K	Buy	+23,100	New	+$796K	0.43%	48

Other funds holding UNM

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

NIMC

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

Insight 2811 Inc's UNM Position: Q1 2016 in Review

Insight 2811 Inc sold out of Unum (UNM) in Q1 2016, closing a stake of 20,800 shares — an estimated $692K sold.

Insight 2811 Inc first reported a position in UNM in Q3 2015 and held it in 2 quarters. The position peaked at $741K in Q3 2015. 428 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

Insight 2811 Inc reported no remaining Unum position as of Q1 2016 after selling out during the quarter.
Insight 2811 Inc sold 20,800 Unum shares in Q1 2016, an estimated $692K.
Insight 2811 Inc first reported a position in Unum in Q3 2015 and held it in 2 quarters.
Insight 2811 Inc's Unum position peaked at $741K in Q3 2015.
428 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on Insight 2811 Inc's 13F filing for Q1 2016, filed 12 May 2016.