Invictus RG’s Unum UNM Stock Holding History

Invictus RG’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
2017 Q4	–	Sell	-3,448	Closed	-$176K	–	505
2017 Q3	$176K	Buy	+3,448	New	+$168K	0.16%	238
2016 Q3	–	Sell	-97	Closed	-$3K	–	805
2016 Q2	$3K	Buy	+97	New	+$3.28K	﹤0.01%	592

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Invictus RG's UNM Position: Q4 2017 in Review

Invictus RG sold out of Unum (UNM) in Q4 2017, closing a stake of 3,448 shares — an estimated $176K sold.

Invictus RG first reported a position in UNM in Q2 2016 and held it in 2 quarters. The position peaked at $176K in Q3 2017. 565 funds tracked by Wall St. Rank hold UNM as of Q4 2017.

Invictus RG reported no remaining Unum position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 3,448 Unum shares in Q4 2017, an estimated $176K.
Invictus RG first reported a position in Unum in Q2 2016 and held it in 2 quarters.
Invictus RG's Unum position peaked at $176K in Q3 2017.
565 funds tracked by Wall St. Rank held Unum as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.