Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-9,581
Closed -$374K 228
2018
Q3
$374K Hold
9,581
0.01% 179
2018
Q2
$354K Sell
9,581
-1,259
-12% -$52.5K 0.01% 176
2018
Q1
$516K Hold
10,840
0.02% 160
2017
Q4
$595K Sell
10,840
-610
-5% -$32.7K 0.02% 154
2017
Q3
$585K Sell
11,450
-3,394
-23% -$166K 0.02% 149
2017
Q2
$692K Sell
14,844
-1,150
-7% -$52.9K 0.03% 139
2017
Q1
$750K Sell
15,994
-17,900
-53% -$838K 0.03% 139
2016
Q4
$1.49M Sell
33,894
-1,622
-5% -$64.9K 0.07% 111
2016
Q3
$1.25M Sell
35,516
-9,843
-22% -$333K 0.06% 112
2016
Q2
$1.44M Sell
45,359
-18,666
-29% -$631K 0.07% 107
2016
Q1
$1.98M Buy
64,025
+1,992
+3% +$58.4K 0.1% 94
2015
Q4
$2.06M Sell
62,033
-35,725
-37% -$1.23M 0.11% 94
2015
Q3
$3.14M Buy
+97,758
New +$3.37M 0.17% 87

Other funds holding UNM