NFH
UNM icon

NEXT Financial Holdings’s Unum UNM Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$12K Buy
+350
New +$12.2K ﹤0.01% 1081

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEXT Financial Holdings's UNM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Unum (UNM) in Q1 2019: 350 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

  • NEXT Financial Holdings held 350 shares of Unum worth $12K as of Q1 2019.
  • Unum was a new NEXT Financial Holdings position in Q1 2019.
  • Unum made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1081 holding.
  • 512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.