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Smith Group Asset Management’s Unum UNM Stock Holding History

Smith Group Asset Management’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
Q1 		– Sell
-597
Closed -$20K – 524
2015
Q4 		$20K Buy
+597
New +$20.6K ﹤0.01% 391

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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Smith Group Asset Management's UNM Position: Q1 2016 in Review

Smith Group Asset Management sold out of Unum (UNM) in Q1 2016, closing a stake of 597 shares — an estimated $20K sold.

Smith Group Asset Management first reported a position in UNM in Q4 2015 and held it in 1 quarter. The position peaked at $20K in Q4 2015. 428 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

  • Smith Group Asset Management reported no remaining Unum position as of Q1 2016 after selling out during the quarter.
  • Smith Group Asset Management sold 597 Unum shares in Q1 2016, an estimated $20K.
  • Smith Group Asset Management first reported a position in Unum in Q4 2015 and held it in 1 quarter.
  • Smith Group Asset Management's Unum position peaked at $20K in Q4 2015.
  • 428 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on Smith Group Asset Management's 13F filing for Q1 2016, filed 3 May 2016.