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Mark Sheptoff Financial Planning’s Unum UNM Stock Holding History

Mark Sheptoff Financial Planning’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
Q4 		– Sell
-83
Closed -$3K – 429
2015
Q3 		$3K Buy
+83
New +$2.86K ﹤0.01% 326

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Mark Sheptoff Financial Planning's UNM Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of Unum (UNM) in Q4 2015, closing a stake of 83 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in UNM in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 427 funds tracked by Wall St. Rank hold UNM as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining Unum position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 83 Unum shares in Q4 2015, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Unum in Q3 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Unum position peaked at $3K in Q3 2015.
  • 427 funds tracked by Wall St. Rank held Unum as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.