NWAM LLC’s Unum UNM Stock Holding History

NWAM LLC’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
2013 Q4	–	Sell	-8,564	Closed	-$261K	–	210
2013 Q3	$261K	Sell	8,564 -312	-4%	-$9.58K	0.13%	141
2013 Q2	$261K	Buy	+8,876	New	+$247K	0.13%	141

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

NWAM LLC's UNM Position: Q4 2013 in Review

NWAM LLC sold out of Unum (UNM) in Q4 2013, closing a stake of 8,564 shares — an estimated $261K sold.

NWAM LLC first reported a position in UNM in Q2 2013 and held it in 2 quarters. The position peaked at $261K in Q3 2013. 389 funds tracked by Wall St. Rank hold UNM as of Q4 2013.

NWAM LLC reported no remaining Unum position as of Q4 2013 after selling out during the quarter.
NWAM LLC sold 8,564 Unum shares in Q4 2013, an estimated $261K.
NWAM LLC first reported a position in Unum in Q2 2013 and held it in 2 quarters.
NWAM LLC's Unum position peaked at $261K in Q3 2013.
389 funds tracked by Wall St. Rank held Unum as of Q4 2013.

Based on NWAM LLC's 13F filing for Q4 2013, filed 9 Sep 2016.