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NatWest Group’s Unum UNM Stock Holding History

NatWest Group’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
Q4 		– Sell
-10,333
Closed -$331K – 325
2015
Q3 		$331K Sell
10,333
-599
-5% -$20.6K 0.01% 326
2015
Q2 		$391K Sell
10,932
-2,432
-18% -$85K ﹤0.01% 285
2015
Q1 		$451K Sell
13,364
-757
-5% -$25.1K 0.01% 329
2014
Q4 		$493K Sell
14,121
-611
-4% -$20.6K ﹤0.01% 317
2014
Q3 		$506K Sell
14,732
-397
-3% -$14K ﹤0.01% 346
2014
Q2 		$526K Buy
15,129
+2,250
+17% +$76.8K 0.02% 339
2014
Q1 		$455K Sell
12,879
-21,854
-63% -$746K 0.02% 344
2013
Q4 		$1.22M Buy
34,733
+3,651
+12% +$120K 0.03% 380
2013
Q3 		$946K Sell
31,082
-34,511
-53% -$1.06M 0.03% 450
2013
Q2 		$1.93M Buy
+65,593
New +$1.83M 0.03% 336

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

NatWest Group's UNM Position: Q4 2015 in Review

NatWest Group sold out of Unum (UNM) in Q4 2015, closing a stake of 10,333 shares — an estimated $331K sold.

NatWest Group first reported a position in UNM in Q2 2013 and held it in 10 quarters. The position peaked at $1.93M in Q2 2013. 427 funds tracked by Wall St. Rank hold UNM as of Q4 2015.

  • NatWest Group reported no remaining Unum position as of Q4 2015 after selling out during the quarter.
  • NatWest Group sold 10,333 Unum shares in Q4 2015, an estimated $331K.
  • NatWest Group first reported a position in Unum in Q2 2013 and held it in 10 quarters.
  • NatWest Group's Unum position peaked at $1.93M in Q2 2013.
  • 427 funds tracked by Wall St. Rank held Unum as of Q4 2015.

Based on NatWest Group's 13F filing for Q4 2015, filed 16 Feb 2016.