SNC
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Stifel Nicolaus & Co’s Unum UNM Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$473K Sell
15,539
-424
-3% -$13K 0.01% 925
2013
Q2 		$469K Buy
+15,963
New +$445K 0.01% 882

Other funds holding UNM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stifel Nicolaus & Co's UNM Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Unum (UNM) stake by 2.7% in Q3 2013, selling an estimated $13K and leaving 15,539 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #925.

Stifel Nicolaus & Co first reported a position in UNM in Q2 2013 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2013.

  • Stifel Nicolaus & Co held 15,539 shares of Unum worth $473K as of Q3 2013.
  • Stifel Nicolaus & Co sold 424 Unum shares in Q3 2013, an estimated $13K.
  • Unum made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #925 holding.
  • Stifel Nicolaus & Co first reported a position in Unum in Q2 2013 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.