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Mosaic Family Wealth’s Unum UNM Stock Holding History

Mosaic Family Wealth’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
2016
Q3 		– Sell
-390
Closed -$13K – 785
2016
Q2 		$13K Sell
390
-31
-7% -$1.05K 0.01% 504
2016
Q1 		$13K Buy
421
+65
+18% +$1.91K 0.01% 494
2015
Q4 		$11K Buy
+356
New +$12.3K ﹤0.01% 520

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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

Mosaic Family Wealth's UNM Position: Q3 2016 in Review

Mosaic Family Wealth sold out of Unum (UNM) in Q3 2016, closing a stake of 390 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in UNM in Q4 2015 and held it in 3 quarters. The position peaked at $13K in Q2 2016. 460 funds tracked by Wall St. Rank hold UNM as of Q3 2016.

  • Mosaic Family Wealth reported no remaining Unum position as of Q3 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 390 Unum shares in Q3 2016, an estimated $13K.
  • Mosaic Family Wealth first reported a position in Unum in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's Unum position peaked at $13K in Q2 2016.
  • 460 funds tracked by Wall St. Rank held Unum as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.