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Placemark Investments’s Unum UNM Stock Holding History

Placemark Investments’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
Q4 		$1.71M Buy
49,060
+3,451
+8% +$117K 0.03% 623
2014
Q3 		$1.57M Buy
45,609
+8,839
+24% +$311K 0.03% 660
2014
Q2 		$1.28M Buy
36,770
+1,831
+5% +$62.5K 0.02% 756
2014
Q1 		$1.23M Buy
34,939
+3,455
+11% +$118K 0.02% 721
2013
Q4 		$1.1M Buy
31,484
+3,474
+12% +$114K 0.02% 823
2013
Q3 		$850K Buy
28,010
+2,059
+8% +$63.2K 0.02% 884
2013
Q2 		$762K Buy
+25,951
New +$723K 0.02% 865

Other funds holding UNM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Placemark Investments's UNM Position: Q4 2014 in Review

Placemark Investments increased its Unum (UNM) stake by 7.6% in Q4 2014, buying an estimated $117K and bringing the position to 49,060 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #623.

Placemark Investments first reported a position in UNM in Q2 2013 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold UNM as of Q4 2014.

  • Placemark Investments held 49,060 shares of Unum worth $1.71M as of Q4 2014.
  • Placemark Investments bought 3,451 Unum shares in Q4 2014, an estimated $117K.
  • Unum made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #623 holding.
  • Placemark Investments first reported a position in Unum in Q2 2013 and has held it in 7 quarters since.
  • 415 funds tracked by Wall St. Rank held Unum as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.