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National Planning Corporation’s Unum UNM Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-451
Closed -$15K – 1978
2014
Q4 		$15K Buy
+451
New +$15.2K ﹤0.01% 1859

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

National Planning Corporation's UNM Position: Q1 2015 in Review

National Planning Corporation sold out of Unum (UNM) in Q1 2015, closing a stake of 451 shares — an estimated $15K sold.

National Planning Corporation first reported a position in UNM in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 410 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

  • National Planning Corporation reported no remaining Unum position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 451 Unum shares in Q1 2015, an estimated $15K.
  • National Planning Corporation first reported a position in Unum in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Unum position peaked at $15K in Q4 2014.
  • 410 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.