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Rational Advisors’s Unum UNM Stock Holding History

Rational 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
2018
Q3 		– Sell
-4,490
Closed -$166K – 567
2018
Q2 		$166K Hold
4,490
– – 0.08% 206
2018
Q1 		$214K Hold
4,490
– – 0.1% 220
2017
Q4 		$246K Hold
4,490
– – 0.13% 179
2017
Q3 		$230K Sell
4,490
-6,300
-58% -$307K 0.12% 193
2017
Q2 		$503K Hold
10,790
– – 0.31% 104
2017
Q1 		$506K Buy
10,790
+6,861
+175% +$321K 0.33% 94
2016
Q4 		$176K Sell
3,929
-390
-9% -$15.6K 0.17% 127
2016
Q3 		$153K Buy
+4,319
New +$146K 0.1% 163
2015
Q1 		– Sell
-82,500
Closed -$2.88M – 539
2014
Q4 		$2.88M Buy
+82,500
New +$2.79M 0.57% 61
2013
Q4 		$461K Sell
13,128
-122,113
-90% -$4M 0.04% 353
2013
Q3 		$4.12M Sell
135,241
-61,600
-31% -$1.89M 0.31% 88
2013
Q2 		$5.78M Buy
+196,841
New +$5.48M 0.49% 42

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rational Advisors's UNM Position: Q3 2018 in Review

Rational Advisors sold out of Unum (UNM) in Q3 2018, closing a stake of 4,490 shares — an estimated $166K sold.

Rational Advisors first reported a position in UNM in Q2 2013 and held it in 12 quarters. The position peaked at $5.78M in Q2 2013. 514 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

  • Rational Advisors reported no remaining Unum position as of Q3 2018 after selling out during the quarter.
  • Rational Advisors sold 4,490 Unum shares in Q3 2018, an estimated $166K.
  • Rational Advisors first reported a position in Unum in Q2 2013 and held it in 12 quarters.
  • Rational Advisors's Unum position peaked at $5.78M in Q2 2013.
  • 514 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Rational Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.