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Invictus RG (Singapore)’s Unum UNM Stock Holding History

Invictus RG (Singapore)’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
2014
Q2 		– Sell
-1,128
Closed -$40K – 740
2014
Q1 		$40K Sell
1,128
-15,193
-93% -$519K 0.05% 381
2013
Q4 		$573K Sell
16,321
-4,989
-23% -$163K 0.39% 61
2013
Q3 		$649K Buy
21,310
+15,337
+257% +$471K 0.55% 24
2013
Q2 		$175K Buy
+5,973
New +$166K 0.2% 183

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invictus RG (Singapore)'s UNM Position: Q2 2014 in Review

Invictus RG (Singapore) sold out of Unum (UNM) in Q2 2014, closing a stake of 1,128 shares — an estimated $40K sold.

Invictus RG (Singapore) first reported a position in UNM in Q2 2013 and held it in 4 quarters. The position peaked at $649K in Q3 2013. 402 funds tracked by Wall St. Rank hold UNM as of Q2 2014.

  • Invictus RG (Singapore) reported no remaining Unum position as of Q2 2014 after selling out during the quarter.
  • Invictus RG (Singapore) sold 1,128 Unum shares in Q2 2014, an estimated $40K.
  • Invictus RG (Singapore) first reported a position in Unum in Q2 2013 and held it in 4 quarters.
  • Invictus RG (Singapore)'s Unum position peaked at $649K in Q3 2013.
  • 402 funds tracked by Wall St. Rank held Unum as of Q2 2014.

Based on Invictus RG (Singapore)'s 13F filing for Q2 2014, filed 14 Aug 2014.