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Piershale Financial Group’s Unum UNM Stock Holding History

Piershale Financial Group’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
Q1 		– Sell
-61
Closed -$2K – 180
2013
Q4 		$2K Sell
61
-106,615
-100% -$3.49M ﹤0.01% 110
2013
Q3 		$3.25M Buy
106,676
+4,660
+5% +$143K 2.94% 18
2013
Q2 		$3M Buy
+102,016
New +$2.84M 5.78% 7

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 $2.3T AUM 54.33% 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Piershale Financial Group's UNM Position: Q1 2014 in Review

Piershale Financial Group sold out of Unum (UNM) in Q1 2014, closing a stake of 61 shares — an estimated $2K sold.

Piershale Financial Group first reported a position in UNM in Q2 2013 and held it in 3 quarters. The position peaked at $3.25M in Q3 2013. 383 funds tracked by Wall St. Rank hold UNM as of Q1 2014.

  • Piershale Financial Group reported no remaining Unum position as of Q1 2014 after selling out during the quarter.
  • Piershale Financial Group sold 61 Unum shares in Q1 2014, an estimated $2K.
  • Piershale Financial Group first reported a position in Unum in Q2 2013 and held it in 3 quarters.
  • Piershale Financial Group's Unum position peaked at $3.25M in Q3 2013.
  • 383 funds tracked by Wall St. Rank held Unum as of Q1 2014.

Based on Piershale Financial Group's 13F filing for Q1 2014, filed 25 Apr 2014.