RCA
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Rowland Carmichael Advisors’s Unum UNM Stock Holding History

Rowland Carmichael 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
Q4 		– Sell
-7,253
Closed -$283K – 363
2018
Q3 		$283K Buy
7,253
+672
+10% +$25.1K 0.11% 204
2018
Q2 		$243K Buy
+6,581
New +$275K 0.1% 237

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rowland Carmichael Advisors's UNM Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Unum (UNM) in Q4 2018, closing a stake of 7,253 shares — an estimated $283K sold.

Rowland Carmichael Advisors first reported a position in UNM in Q2 2018 and held it in 2 quarters. The position peaked at $283K in Q3 2018. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 7,253 Unum shares in Q4 2018, an estimated $283K.
  • Rowland Carmichael Advisors first reported a position in Unum in Q2 2018 and held it in 2 quarters.
  • Rowland Carmichael Advisors's Unum position peaked at $283K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.