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MSI Financial Services’s Unum UNM Stock Holding History

MSI Financial Services’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
Q4 		$28K Buy
644
+102
+19% +$4.08K ﹤0.01% 2201
2016
Q3 		$19K Sell
542
-433
-44% -$14.7K ﹤0.01% 2418
2016
Q2 		$31K Sell
975
-265
-21% -$8.96K ﹤0.01% 2103
2016
Q1 		$38K Sell
1,240
-555
-31% -$16.3K ﹤0.01% 1913
2015
Q4 		$60K Buy
1,795
+924
+106% +$31.9K ﹤0.01% 1608
2015
Q3 		$28K Buy
871
+138
+19% +$4.75K ﹤0.01% 1529
2015
Q2 		$26K Buy
733
+611
+501% +$21.4K ﹤0.01% 1677
2015
Q1 		$4K Buy
122
+87
+249% +$2.89K ﹤0.01% 2543
2014
Q4 		$1K Sell
35
-509
-94% -$17.2K ﹤0.01% 2546
2014
Q3 		$19K Buy
544
+3
+0.6% +$105 ﹤0.01% 1515
2014
Q2 		$19K Buy
541
+37
+7% +$1.26K ﹤0.01% 1516
2014
Q1 		$18K Buy
504
+1
+0.2% +$34 ﹤0.01% 1483
2013
Q4 		$18K Sell
503
-175
-26% -$5.73K ﹤0.01% 1439
2013
Q3 		$21K Buy
678
+181
+36% +$5.56K ﹤0.01% 1194
2013
Q2 		$15K Buy
+497
New +$13.8K ﹤0.01% 1372

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

MSI Financial Services's UNM Position: Q4 2016 in Review

MSI Financial Services increased its Unum (UNM) stake by 19% in Q4 2016, buying an estimated $4.08K and bringing the position to 644 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

MSI Financial Services first reported a position in UNM in Q2 2013 and has held it in 15 quarters since. The position peaked at $60K in Q4 2015. 512 funds tracked by Wall St. Rank hold UNM as of Q4 2016.

  • MSI Financial Services held 644 shares of Unum worth $28K as of Q4 2016.
  • MSI Financial Services bought 102 Unum shares in Q4 2016, an estimated $4.08K.
  • Unum made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2201 holding.
  • MSI Financial Services first reported a position in Unum in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's Unum position peaked at $60K in Q4 2015.
  • 512 funds tracked by Wall St. Rank held Unum as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.