McAdam LLC’s Unum UNM Stock Holding History

McAdam LLC’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	-280	Closed	-$11K	–	569
2018 Q3	$11K	Hold	280	–	–	﹤0.01%	331
2018 Q2	$10K	Hold	280	–	–	﹤0.01%	329
2018 Q1	$13K	Buy	+280	New	+$14.6K	0.01%	306

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 $3.37T AUM 44.26% 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

McAdam LLC's UNM Position: Q4 2018 in Review

McAdam LLC sold out of Unum (UNM) in Q4 2018, closing a stake of 280 shares — an estimated $11K sold.

McAdam LLC first reported a position in UNM in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

McAdam LLC reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 280 Unum shares in Q4 2018, an estimated $11K.
McAdam LLC first reported a position in Unum in Q1 2018 and held it in 3 quarters.
McAdam LLC's Unum position peaked at $13K in Q1 2018.
494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.