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Moneta Group Investment Advisors’s Unum UNM Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-439
Closed -$16K – 371
2018
Q2 		$16K Sell
439
-15,797
-97% -$659K ﹤0.01% 370
2018
Q1 		$16K Buy
+16,236
New +$848K ﹤0.01% 425

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moneta Group Investment Advisors's UNM Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Unum (UNM) in Q3 2018, closing a stake of 439 shares — an estimated $16K sold.

Moneta Group Investment Advisors first reported a position in UNM in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 513 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Unum position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 439 Unum shares in Q3 2018, an estimated $16K.
  • Moneta Group Investment Advisors first reported a position in Unum in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Unum position peaked at $16K in Q2 2018.
  • 513 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.