Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-6,282
Closed -$213K 375
2019
Q1
$213K Sell
6,282
-1,318
-17% -$45.9K 0.05% 360
2018
Q4
$223K Sell
7,600
-2,955
-28% -$103K 0.06% 338
2018
Q3
$412K Sell
10,555
-2,016
-16% -$75.2K 0.1% 232
2018
Q2
$465K Sell
12,571
-2,858
-19% -$119K 0.13% 206
2018
Q1
$734K Buy
15,429
+640
+4% +$33.4K 0.21% 122
2017
Q4
$811K Sell
14,789
-51
-0.3% -$2.74K 0.24% 113
2017
Q3
$759K Buy
14,840
+314
+2% +$15.3K 0.25% 117
2017
Q2
$677K Buy
14,526
+12
+0.1% +$552 0.23% 123
2017
Q1
$680K Sell
14,514
-212
-1% -$9.93K 0.24% 121
2016
Q4
$647K Sell
14,726
-538
-4% -$21.5K 0.25% 122
2016
Q3
$539K Sell
15,264
-44
-0.3% -$1.49K 0.21% 144
2016
Q2
$487K Buy
+15,308
New +$518K 0.2% 165

Other funds holding UNM