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NuWave Investment Management’s Unum UNM Stock Holding History

NuWave Investment Management’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
2014
Q3 		– Sell
-867
Closed -$30K – 352
2014
Q2 		$30K Buy
867
+258
+42% +$8.81K 0.08% 189
2014
Q1 		$22K Buy
+609
New +$20.8K 0.07% 197
2013
Q4 		– Sell
-5,948
Closed -$181K – 339
2013
Q3 		$181K Buy
5,948
+2,507
+73% +$77K 0.17% 156
2013
Q2 		$101K Buy
+3,441
New +$95.8K 0.11% 164

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

NuWave Investment Management's UNM Position: Q3 2014 in Review

NuWave Investment Management sold out of Unum (UNM) in Q3 2014, closing a stake of 867 shares — an estimated $30K sold.

NuWave Investment Management first reported a position in UNM in Q2 2013 and held it in 4 quarters. The position peaked at $181K in Q3 2013. 432 funds tracked by Wall St. Rank hold UNM as of Q3 2014.

  • NuWave Investment Management reported no remaining Unum position as of Q3 2014 after selling out during the quarter.
  • NuWave Investment Management sold 867 Unum shares in Q3 2014, an estimated $30K.
  • NuWave Investment Management first reported a position in Unum in Q2 2013 and held it in 4 quarters.
  • NuWave Investment Management's Unum position peaked at $181K in Q3 2013.
  • 432 funds tracked by Wall St. Rank held Unum as of Q3 2014.

Based on NuWave Investment Management's 13F filing for Q3 2014, filed 14 Oct 2014.