Nuveen Fund Advisors
UNM icon

Nuveen Fund Advisors’s Unum UNM Stock Holding History

Nuveen Fund Advisors’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
2018
Q2 		– Sell
-4,432
Closed -$211K – 234
2018
Q1 		$211K Sell
4,432
-418
-9% -$21.8K 0.1% 225
2017
Q4 		$266K Sell
4,850
-4,645
-49% -$249K 0.08% 248
2017
Q3 		$485K Sell
9,495
-2,252
-19% -$110K 0.1% 226
2017
Q2 		$548K Sell
11,747
-6,599
-36% -$304K 0.09% 251
2017
Q1 		$860K Sell
18,346
-1,977
-10% -$92.6K 0.11% 222
2016
Q4 		$893K Sell
20,323
-6,445
-24% -$258K 0.13% 195
2016
Q3 		$945K Buy
26,768
+1,653
+7% +$55.9K 0.13% 199
2016
Q2 		$798K Buy
+25,115
New +$849K 0.12% 211

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Nuveen Fund Advisors's UNM Position: Q2 2018 in Review

Nuveen Fund Advisors sold out of Unum (UNM) in Q2 2018, closing a stake of 4,432 shares — an estimated $211K sold.

Nuveen Fund Advisors first reported a position in UNM in Q2 2016 and held it in 8 quarters. The position peaked at $945K in Q3 2016. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Nuveen Fund Advisors reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 4,432 Unum shares in Q2 2018, an estimated $211K.
  • Nuveen Fund Advisors first reported a position in Unum in Q2 2016 and held it in 8 quarters.
  • Nuveen Fund Advisors's Unum position peaked at $945K in Q3 2016.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Nuveen Fund Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.