Mascoma Wealth Management’s Unum UNM Stock Holding History

Mascoma 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	-$4K	–	399
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	340
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	333
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	312
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	305
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	326
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	326
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	301
2016 Q4	$4K	Buy	+100	New	+$4K	﹤0.01%	314

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mascoma Wealth Management's UNM Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Unum (UNM) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in UNM in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q1 2018. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

Mascoma Wealth Management reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 100 Unum shares in Q4 2018, an estimated $4K.
Mascoma Wealth Management first reported a position in Unum in Q4 2016 and held it in 8 quarters.
Mascoma Wealth Management's Unum position peaked at $5K in Q1 2018.
494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.