Neuberger Berman Canada’s Unum UNM Stock Holding History

Neuberger Berman Canada’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
2017 Q3	$1.49M	Buy	29,113 +965	+3%	+$47.1K	0.27%	82
2017 Q2	$1.31M	Sell	28,148 -1,914	-6%	-$88K	0.25%	101
2017 Q1	$1.41M	Sell	30,062 -487	-2%	-$22.8K	0.28%	76
2016 Q4	$1.34M	Sell	30,549 -6,667	-18%	-$267K	0.34%	50
2016 Q3	$1.31M	Sell	37,216 -2,965	-7%	-$100K	0.4%	57
2016 Q2	$1.28M	Sell	40,181 -4,907	-11%	-$166K	0.41%	60
2016 Q1	$1.39M	Buy	45,088 +315	+0.7%	+$9.24K	0.51%	51
2015 Q4	$1.49M	Buy	44,773 +6,867	+18%	+$237K	0.59%	42
2015 Q3	$1.22M	Buy	+37,906	New	+$1.31M	0.53%	52
2015 Q1	–	Sell	-17,000	Closed	-$593K	–	285
2014 Q4	$593K	Sell	17,000 -2,200	-11%	-$74.3K	0.09%	150
2014 Q3	$660K	Buy	+19,200	New	+$675K	0.1%	169
2013 Q4	–	Sell	-40,950	Closed	-$1.25M	–	279
2013 Q3	$1.25M	Buy	40,950 +9,680	+31%	+$297K	0.37%	84
2013 Q2	$918K	Buy	+31,270	New	+$871K	0.18%	131

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Neuberger Berman Canada's UNM Position: Q3 2017 in Review

Neuberger Berman Canada increased its Unum (UNM) stake by 3.4% in Q3 2017, buying an estimated $47.1K and bringing the position to 29,113 shares worth $1.49M. The position accounts for 0.27% of the portfolio, ranked #82.

Neuberger Berman Canada first reported a position in UNM in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.49M in Q4 2015. 496 funds tracked by Wall St. Rank hold UNM as of Q3 2017.

Neuberger Berman Canada held 29,113 shares of Unum worth $1.49M as of Q3 2017.
Neuberger Berman Canada bought 965 Unum shares in Q3 2017, an estimated $47.1K.
Unum made up 0.27% of Neuberger Berman Canada's portfolio in Q3 2017, its #82 holding.
Neuberger Berman Canada first reported a position in Unum in Q2 2013 and has held it in 13 quarters since.
Neuberger Berman Canada's Unum position peaked at $1.49M in Q4 2015.
496 funds tracked by Wall St. Rank held Unum as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.