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UNM icon

Spot Trading’s Unum UNM Stock Holding History

Spot Trading’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
Q2 		– Sell
-15,000
Closed -$464K – 3845
2016
Q1 		$464K Buy
+15,000
New +$440K 0.01% 1636
2015
Q3 		– Sell
-11,600
Closed -$415K – 4279
2015
Q2 		$415K Buy
11,600
+10,000
+625% +$350K ﹤0.01% 2248
2015
Q1 		$54K Sell
1,600
-18,900
-92% -$627K ﹤0.01% 3290
2014
Q4 		$715K Buy
20,500
+6,200
+43% +$209K ﹤0.01% 2115
2014
Q3 		$492K Sell
14,300
-1,200
-8% -$42.2K ﹤0.01% 2574
2014
Q2 		$539K Buy
+15,500
New +$529K ﹤0.01% 2635

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Spot Trading's UNM Position: Q3 2015 in Review

Spot Trading sold out of Unum (UNM) in Q3 2015, closing a stake of 25,869 shares — an estimated $925K sold.

Spot Trading first reported a position in UNM in Q2 2014 and held it in 5 quarters. The position peaked at $925K in Q2 2015. 407 funds tracked by Wall St. Rank hold UNM as of Q3 2015.

  • Spot Trading reported no remaining Unum position as of Q3 2015 after selling out during the quarter.
  • Spot Trading sold 25,869 Unum shares in Q3 2015, an estimated $925K.
  • Spot Trading first reported a position in Unum in Q2 2014 and held it in 5 quarters.
  • Spot Trading's Unum position peaked at $925K in Q2 2015.
  • 407 funds tracked by Wall St. Rank held Unum as of Q3 2015.

Based on Spot Trading's 13F filing for Q3 2015, filed 3 Nov 2015.