KT
UNM icon

Kanaly Trust’s Unum UNM Stock Holding History

Kanaly Trust’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
2016
Q4 		$30K Hold
682
– – 0.01% 357
2016
Q3 		$24K Sell
682
-82
-11% -$2.77K 0.01% 390
2016
Q2 		$24K Sell
764
-13
-2% -$440 ﹤0.01% 402
2016
Q1 		$24K Sell
777
-32
-4% -$939 ﹤0.01% 402
2015
Q4 		$27K Sell
809
-68
-8% -$2.35K 0.01% 381
2015
Q3 		$28K Buy
877
+98
+13% +$3.38K 0.01% 386
2015
Q2 		$28K Buy
779
+448
+135% +$15.7K 0.01% 402
2015
Q1 		$11K Buy
331
+90
+37% +$2.99K ﹤0.01% 451
2014
Q4 		$8K Buy
241
+45
+23% +$1.52K ﹤0.01% 493
2014
Q3 		$7K Hold
196
– – ﹤0.01% 507
2014
Q2 		$7K Hold
196
– – ﹤0.01% 514
2014
Q1 		$7K Buy
+196
New +$6.69K ﹤0.01% 547

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kanaly Trust's UNM Position: Q4 2016 in Review

Kanaly Trust held its Unum (UNM) position steady in Q4 2016 at 682 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #357.

Kanaly Trust first reported a position in UNM in Q1 2014 and has held it in 12 quarters since. 511 funds tracked by Wall St. Rank hold UNM as of Q4 2016.

  • Kanaly Trust held 682 shares of Unum worth $30K as of Q4 2016.
  • Kanaly Trust left its Unum share count unchanged in Q4 2016.
  • Unum made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #357 holding.
  • Kanaly Trust first reported a position in Unum in Q1 2014 and has held it in 12 quarters since.
  • 511 funds tracked by Wall St. Rank held Unum as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.