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Mariner Wealth Advisors (NYC)’s Unum UNM Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$4K Buy
+132
New +$4.38K ﹤0.01% 566

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $5.65B AUM 47.79% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s UNM Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Unum (UNM) in Q1 2015: 132 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings.

411 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 132 shares of Unum worth $4K as of Q1 2015.
  • Unum was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Unum made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #566 holding.
  • 411 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.