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Shine Investment Advisory Services’s Unum UNM Stock Holding History

Shine Investment Advisory 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
2019
Q4 		– Sell
-155
Closed -$5K – 771
2019
Q3 		$5K Buy
+155
New +$4.6K ﹤0.01% 662

Other funds holding UNM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shine Investment Advisory Services's UNM Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of Unum (UNM) in Q4 2019, closing a stake of 155 shares — an estimated $5K sold.

Shine Investment Advisory Services first reported a position in UNM in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • Shine Investment Advisory Services reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 155 Unum shares in Q4 2019, an estimated $5K.
  • Shine Investment Advisory Services first reported a position in Unum in Q3 2019 and held it in 1 quarter.
  • Shine Investment Advisory Services's Unum position peaked at $5K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.