Old Mutual Customised Solutions’s Unum UNM Stock Holding History

Old Mutual Customised Solutions’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	$128K	Hold	3,460	–	–	0.01%	639
2018 Q1	$165K	Hold	3,460	–	–	0.02%	587
2017 Q4	$190K	Hold	3,460	–	–	0.02%	555
2017 Q3	$177K	Hold	3,460	–	–	0.02%	569
2017 Q2	$161K	Hold	3,460	–	–	0.02%	569
2017 Q1	$162K	Sell	3,460 -3,640	-51%	-$170K	0.03%	563
2016 Q4	$312K	Buy	7,100 +1,900	+37%	+$76K	0.06%	392
2016 Q3	$184K	Hold	5,200	–	–	0.05%	405
2016 Q2	$165K	Hold	5,200	–	–	0.04%	490
2016 Q1	$161K	Hold	5,200	–	–	0.04%	486
2015 Q4	$173K	Hold	5,200	–	–	0.04%	442
2015 Q3	$167K	Sell	5,200 -300	-5%	-$10.3K	0.05%	454
2015 Q2	$197K	Hold	5,500	–	–	0.05%	464
2015 Q1	$186K	Hold	5,500	–	–	0.05%	468
2014 Q4	$192K	Hold	5,500	–	–	0.05%	416
2014 Q3	$189K	Sell	5,500 -1,100	-17%	-$38.7K	0.05%	390
2014 Q2	$229K	Hold	6,600	–	–	0.06%	390
2014 Q1	$233K	Hold	6,600	–	–	0.06%	365
2013 Q4	$232K	Hold	6,600	–	–	0.06%	350
2013 Q3	$201K	Hold	6,600	–	–	0.06%	369
2013 Q2	$194K	Buy	+6,600	New	+$184K	0.06%	350

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

BlackRock New York $5.72T AUM 30.48% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Old Mutual Customised Solutions's UNM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Unum (UNM) position steady in Q2 2018 at 3,460 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #639.

Old Mutual Customised Solutions first reported a position in UNM in Q2 2013 and has held it in 21 quarters since. The position peaked at $312K in Q4 2016. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

Old Mutual Customised Solutions held 3,460 shares of Unum worth $128K as of Q2 2018.
Old Mutual Customised Solutions left its Unum share count unchanged in Q2 2018.
Unum made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #639 holding.
Old Mutual Customised Solutions first reported a position in Unum in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Unum position peaked at $312K in Q4 2016.
514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.