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Palladium Partners’s Unum UNM Stock Holding History

Palladium Partners’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
Q2 		– Sell
-700
Closed -$25K – 454
2014
Q1 		$25K Buy
+700
New +$23.9K ﹤0.01% 410
2013
Q4 		– Sell
-700
Closed -$21K – 460
2013
Q3 		$21K Hold
700
– – ﹤0.01% 422
2013
Q2 		$21K Buy
+700
New +$19.5K ﹤0.01% 420

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Palladium Partners's UNM Position: Q2 2014 in Review

Palladium Partners sold out of Unum (UNM) in Q2 2014, closing a stake of 700 shares — an estimated $25K sold.

Palladium Partners first reported a position in UNM in Q2 2013 and held it in 3 quarters. The position peaked at $25K in Q1 2014. 402 funds tracked by Wall St. Rank hold UNM as of Q2 2014.

  • Palladium Partners reported no remaining Unum position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 700 Unum shares in Q2 2014, an estimated $25K.
  • Palladium Partners first reported a position in Unum in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Unum position peaked at $25K in Q1 2014.
  • 402 funds tracked by Wall St. Rank held Unum as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.