LWM
UNM icon

LBA Wealth Management’s Unum UNM Stock Holding History

LBA 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
2017
Q1 		$1.21M Sell
25,853
-400
-2% -$18.7K 0.64% 28
2016
Q4 		$1.15M Sell
26,253
-450
-2% -$18K 0.63% 27
2016
Q3 		$943K Sell
26,703
-25
-0.1% -$846 0.53% 33
2016
Q2 		$850K Buy
26,728
+1,400
+6% +$47.3K 0.48% 41
2016
Q1 		$783K Buy
25,328
+400
+2% +$11.7K 0.45% 38
2015
Q4 		$830K Buy
24,928
+2,420
+11% +$83.5K 0.48% 36
2015
Q3 		$722K Buy
22,508
+84
+0.4% +$2.89K 0.46% 37
2015
Q2 		$802K Buy
22,424
+750
+3% +$26.2K 0.5% 36
2015
Q1 		$731K Buy
21,674
+3,215
+17% +$107K 0.46% 39
2014
Q4 		$644K Buy
18,459
+1,500
+9% +$50.6K 0.43% 41
2014
Q3 		$583K Sell
16,959
-1,075
-6% -$37.8K 0.4% 45
2014
Q2 		$627K Buy
18,034
+200
+1% +$6.83K 0.51% 42
2014
Q1 		$630K Buy
17,834
+850
+5% +$29K 0.52% 43
2013
Q4 		$596K Buy
+16,984
New +$556K 0.49% 44

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBA Wealth Management's UNM Position: Q1 2017 in Review

LBA Wealth Management reduced its Unum (UNM) stake by 1.5% in Q1 2017, selling an estimated $18.7K and leaving 25,853 shares worth $1.21M. The position accounts for 0.64% of the portfolio, ranked #28.

LBA Wealth Management first reported a position in UNM in Q4 2013 and has held it in 14 quarters since. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • LBA Wealth Management held 25,853 shares of Unum worth $1.21M as of Q1 2017.
  • LBA Wealth Management sold 400 Unum shares in Q1 2017, an estimated $18.7K.
  • Unum made up 0.64% of LBA Wealth Management's portfolio in Q1 2017, its #28 holding.
  • LBA Wealth Management first reported a position in Unum in Q4 2013 and has held it in 14 quarters since.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.