Integrated Wealth Counsel’s Unum UNM Stock Holding History

Integrated Wealth Counsel’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 Q4	$4K	Hold	82	–	–	0.01%	196
2016 Q3	$3K	Buy	+82	New	+$2.77K	0.01%	201

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Integrated Wealth Counsel's UNM Position: Q4 2016 in Review

Integrated Wealth Counsel held its Unum (UNM) position steady in Q4 2016 at 82 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #196.

Integrated Wealth Counsel first reported a position in UNM in Q3 2016 and has held it in 2 quarters since. 511 funds tracked by Wall St. Rank hold UNM as of Q4 2016.

Integrated Wealth Counsel held 82 shares of Unum worth $4K as of Q4 2016.
Integrated Wealth Counsel left its Unum share count unchanged in Q4 2016.
Unum made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #196 holding.
Integrated Wealth Counsel first reported a position in Unum in Q3 2016 and has held it in 2 quarters since.
511 funds tracked by Wall St. Rank held Unum as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.