KJWM
UNM icon

Kiley Juergens Wealth Management’s Unum UNM Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-100
Closed – – 607
2018
Q3 		$0 Hold
100
– – ﹤0.01% 754
2018
Q2 		$0 Buy
+100
New +$4.17K ﹤0.01% 691
2018
Q1 		– Sell
-194
Closed -$10K – 572
2017
Q4 		$10K Buy
+194
New +$10.4K 0.01% 462

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kiley Juergens Wealth Management's UNM Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Unum (UNM) in Q4 2018, closing a stake of 100 shares.

Kiley Juergens Wealth Management first reported a position in UNM in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q4 2017. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 Unum shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Unum in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Unum position peaked at $10K in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.