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Jaffetilchin Investment Partners’s Unum UNM Stock Holding History

Jaffetilchin Investment 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
2017
Q4 		– Sell
-6,275
Closed -$321K – 296
2017
Q3 		$321K Sell
6,275
-3,758
-37% -$183K 0.08% 227
2017
Q2 		$468K Sell
10,033
-3,551
-26% -$163K 0.16% 115
2017
Q1 		$637K Sell
13,584
-17
-0.1% -$796 0.16% 104
2016
Q4 		$597K Buy
+13,601
New +$544K 0.18% 97

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jaffetilchin Investment Partners's UNM Position: Q4 2017 in Review

Jaffetilchin Investment Partners sold out of Unum (UNM) in Q4 2017, closing a stake of 6,275 shares — an estimated $321K sold.

Jaffetilchin Investment Partners first reported a position in UNM in Q4 2016 and held it in 4 quarters. The position peaked at $637K in Q1 2017. 565 funds tracked by Wall St. Rank hold UNM as of Q4 2017.

  • Jaffetilchin Investment Partners reported no remaining Unum position as of Q4 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,275 Unum shares in Q4 2017, an estimated $321K.
  • Jaffetilchin Investment Partners first reported a position in Unum in Q4 2016 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Unum position peaked at $637K in Q1 2017.
  • 565 funds tracked by Wall St. Rank held Unum as of Q4 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2017, filed 10 Jan 2018.