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Rockefeller Financial Services’s Unum UNM Stock Holding History

Rockefeller Financial Services’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
Q4 		$40K Hold
725
– – ﹤0.01% 429
2017
Q3 		$37K Buy
+725
New +$35.4K ﹤0.01% 436

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rockefeller Financial Services's UNM Position: Q4 2017 in Review

Rockefeller Financial Services held its Unum (UNM) position steady in Q4 2017 at 725 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Rockefeller Financial Services first reported a position in UNM in Q3 2017 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold UNM as of Q4 2017.

  • Rockefeller Financial Services held 725 shares of Unum worth $40K as of Q4 2017.
  • Rockefeller Financial Services left its Unum share count unchanged in Q4 2017.
  • Unum made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #429 holding.
  • Rockefeller Financial Services first reported a position in Unum in Q3 2017 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Unum as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.