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Peachtree Investment Advisors’s Unum UNM Stock Holding History

Peachtree Investment 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
2017
Q1 		– Sell
-6,338
Closed -$278K – 88
2016
Q4 		$278K Buy
+6,338
New +$254K 0.27% 79
2015
Q3 		– Sell
-6,131
Closed -$219K – 245
2015
Q2 		$219K Buy
6,131
+29
+0.5% +$1.01K 0.16% 116
2015
Q1 		$206K Buy
6,102
+30
+0.5% +$995 0.15% 131
2014
Q4 		$212K Buy
6,072
+29
+0.5% +$979 0.14% 138
2014
Q3 		$208K Buy
6,043
+28
+0.5% +$984 0.14% 133
2014
Q2 		$209K Buy
6,015
+27
+0.5% +$922 0.14% 126
2014
Q1 		$211K Buy
5,988
+25
+0.4% +$853 0.14% 126
2013
Q4 		$209K Buy
+5,963
New +$195K 0.14% 119

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peachtree Investment Advisors's UNM Position: Q1 2017 in Review

Peachtree Investment Advisors sold out of Unum (UNM) in Q1 2017, closing a stake of 6,338 shares — an estimated $278K sold.

Peachtree Investment Advisors first reported a position in UNM in Q4 2013 and held it in 8 quarters. The position peaked at $278K in Q4 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • Peachtree Investment Advisors reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
  • Peachtree Investment Advisors sold 6,338 Unum shares in Q1 2017, an estimated $278K.
  • Peachtree Investment Advisors first reported a position in Unum in Q4 2013 and held it in 8 quarters.
  • Peachtree Investment Advisors's Unum position peaked at $278K in Q4 2016.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Peachtree Investment Advisors's 13F filing for Q1 2017, filed 6 Apr 2017.