Monroe Bank & Trust’s Unum UNM Stock Holding History

Monroe Bank & Trust’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 Q1	–	Sell	-269	Closed	-$15K	–	266
2017 Q4	$15K	Buy	+269	New	+$14.4K	﹤0.01%	214
2017 Q3	–	Sell	-269	Closed	-$13K	–	239
2017 Q2	$13K	Hold	269	–	–	﹤0.01%	228
2017 Q1	$13K	Buy	+269	New	+$12.6K	﹤0.01%	234

Other funds holding UNM

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Monroe Bank & Trust's UNM Position: Q1 2018 in Review

Monroe Bank & Trust sold out of Unum (UNM) in Q1 2018, closing a stake of 269 shares — an estimated $15K sold.

Monroe Bank & Trust first reported a position in UNM in Q1 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 550 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

Monroe Bank & Trust reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
Monroe Bank & Trust sold 269 Unum shares in Q1 2018, an estimated $15K.
Monroe Bank & Trust first reported a position in Unum in Q1 2017 and held it in 3 quarters.
Monroe Bank & Trust's Unum position peaked at $15K in Q4 2017.
550 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Monroe Bank & Trust's 13F filing for Q1 2018, filed 14 May 2018.