Strategic Wealth Partners’s Unum UNM Stock Holding History

Strategic Wealth 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
2018 Q2	–	Sell	-235	Closed	-$11K	–	833
2018 Q1	$11K	Hold	235	–	–	0.01%	478
2017 Q4	$13K	Buy	+235	New	+$12.6K	0.01%	439

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Strategic Wealth Partners's UNM Position: Q2 2018 in Review

Strategic Wealth Partners sold out of Unum (UNM) in Q2 2018, closing a stake of 235 shares — an estimated $11K sold.

Strategic Wealth Partners first reported a position in UNM in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

Strategic Wealth Partners reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
Strategic Wealth Partners sold 235 Unum shares in Q2 2018, an estimated $11K.
Strategic Wealth Partners first reported a position in Unum in Q4 2017 and held it in 2 quarters.
Strategic Wealth Partners's Unum position peaked at $13K in Q4 2017.
514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.