Ronald Blue & Co’s Unum UNM Stock Holding History

Ronald Blue & Co’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
2016 Q4	–	Sell	-5,936	Closed	-$209K	–	250
2016 Q3	$209K	Sell	5,936 -452	-7%	-$15.3K	0.01%	180
2016 Q2	$203K	Buy	+6,388	New	+$216K	0.01%	194

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ronald Blue & Co's UNM Position: Q4 2016 in Review

Ronald Blue & Co sold out of Unum (UNM) in Q4 2016, closing a stake of 5,936 shares — an estimated $209K sold.

Ronald Blue & Co first reported a position in UNM in Q2 2016 and held it in 2 quarters. The position peaked at $209K in Q3 2016. 511 funds tracked by Wall St. Rank hold UNM as of Q4 2016.

Ronald Blue & Co reported no remaining Unum position as of Q4 2016 after selling out during the quarter.
Ronald Blue & Co sold 5,936 Unum shares in Q4 2016, an estimated $209K.
Ronald Blue & Co first reported a position in Unum in Q2 2016 and held it in 2 quarters.
Ronald Blue & Co's Unum position peaked at $209K in Q3 2016.
511 funds tracked by Wall St. Rank held Unum as of Q4 2016.

Based on Ronald Blue & Co's 13F filing for Q4 2016, filed 1 Feb 2017.