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Intellectus Partners’s Unum UNM Stock Holding History

Intellectus Partners’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
Q4 		– Sell
-54
Closed -$2K – 494
2018
Q3 		$2K Hold
54
– – ﹤0.01% 560
2018
Q2 		$2K Hold
54
– – ﹤0.01% 568
2018
Q1 		$3K Hold
54
– – ﹤0.01% 556
2017
Q4 		$3K Hold
54
– – ﹤0.01% 573
2017
Q3 		$3K Hold
54
– – ﹤0.01% 720
2017
Q2 		$3K Hold
54
– – ﹤0.01% 705
2017
Q1 		$3K Hold
54
– – ﹤0.01% 637
2016
Q4 		$2K Buy
+54
New +$2.16K ﹤0.01% 650

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intellectus Partners's UNM Position: Q4 2018 in Review

Intellectus Partners sold out of Unum (UNM) in Q4 2018, closing a stake of 54 shares — an estimated $2K sold.

Intellectus Partners first reported a position in UNM in Q4 2016 and held it in 8 quarters. The position peaked at $3K in Q1 2018. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Intellectus Partners reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 54 Unum shares in Q4 2018, an estimated $2K.
  • Intellectus Partners first reported a position in Unum in Q4 2016 and held it in 8 quarters.
  • Intellectus Partners's Unum position peaked at $3K in Q1 2018.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.