Stamos Capital Partners’s Unum UNM Stock Holding History

Stamos Capital Partners’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 Q2	–	Sell	-2,045	Closed	-$77K	–	85
2019 Q1	$77K	Hold	2,045	–	–	0.1%	65
2018 Q4	$60K	Buy	+2,045	New	+$71.6K	0.05%	78

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stamos Capital Partners's UNM Position: Q2 2019 in Review

Stamos Capital Partners sold out of Unum (UNM) in Q2 2019, closing a stake of 2,045 shares — an estimated $77K sold.

Stamos Capital Partners first reported a position in UNM in Q4 2018 and held it in 2 quarters. The position peaked at $77K in Q1 2019. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

Stamos Capital Partners reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
Stamos Capital Partners sold 2,045 Unum shares in Q2 2019, an estimated $77K.
Stamos Capital Partners first reported a position in Unum in Q4 2018 and held it in 2 quarters.
Stamos Capital Partners's Unum position peaked at $77K in Q1 2019.
490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Stamos Capital Partners's 13F filing for Q2 2019, filed 14 Aug 2019.