Ropes Wealth Advisors’s Unum UNM Stock Holding History

Ropes Wealth 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 Q2	–	Sell	-32	Closed	-$2K	–	599
2018 Q1	$2K	Buy	+32	New	+$1.67K	﹤0.01%	551
2017 Q2	–	Sell	-15	Closed	-$1K	–	583
2017 Q1	$1K	Buy	+15	New	+$702	﹤0.01%	513
2016 Q1	–	Sell	-34	Closed	-$1K	–	522
2015 Q4	$1K	Buy	+34	New	+$1.17K	﹤0.01%	451

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ropes Wealth Advisors's UNM Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Unum (UNM) in Q2 2018, closing a stake of 32 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in UNM in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2018. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

Ropes Wealth Advisors reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 32 Unum shares in Q2 2018, an estimated $2K.
Ropes Wealth Advisors first reported a position in Unum in Q4 2015 and held it in 3 quarters.
Ropes Wealth Advisors's Unum position peaked at $2K in Q1 2018.
514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.