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New York Life Trust’s Unum UNM Stock Holding History

New York Life Trust’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
Q1 		$5K Sell
109
-1,085
-91% -$50.8K 0.24% 124
2016
Q4 		$52K Buy
+1,194
New +$47.8K 0.25% 127
2014
Q2 		– Sell
-2,215
Closed -$78K – 223
2014
Q1 		$78K Sell
2,215
-909
-29% -$31K 0.35% 119
2013
Q4 		$110K Buy
3,124
+48
+2% +$1.57K 0.5% 73
2013
Q3 		$94K Buy
+3,076
New +$94.5K 0.47% 91

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New York Life Trust's UNM Position: Q1 2017 in Review

New York Life Trust reduced its Unum (UNM) stake by 91% in Q1 2017, selling an estimated $50.8K and leaving 109 shares worth $5K. The position accounts for 0.24% of the portfolio, ranked #124.

New York Life Trust first reported a position in UNM in Q3 2013 and has held it in 5 quarters since. The position peaked at $110K in Q4 2013. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • New York Life Trust held 109 shares of Unum worth $5K as of Q1 2017.
  • New York Life Trust sold 1,085 Unum shares in Q1 2017, an estimated $50.8K.
  • Unum made up 0.24% of New York Life Trust's portfolio in Q1 2017, its #124 holding.
  • New York Life Trust first reported a position in Unum in Q3 2013 and has held it in 5 quarters since.
  • New York Life Trust's Unum position peaked at $110K in Q4 2013.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.