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Stux Capital Management’s Unum UNM Stock Holding History

Stux Capital 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
2014
Q2 		$848K Buy
24,400
+8,900
+57% +$304K 0.11% 232
2014
Q1 		$547K Buy
15,500
+1,500
+11% +$51.2K 0.07% 279
2013
Q4 		$491K Buy
14,000
+2,500
+22% +$81.9K 0.06% 273
2013
Q3 		$350K Buy
+11,500
New +$353K 0.05% 286

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stux Capital Management's UNM Position: Q2 2014 in Review

Stux Capital Management increased its Unum (UNM) stake by 57% in Q2 2014, buying an estimated $304K and bringing the position to 24,400 shares worth $848K. The position accounts for 0.11% of the portfolio, ranked #232.

Stux Capital Management first reported a position in UNM in Q3 2013 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold UNM as of Q2 2014.

  • Stux Capital Management held 24,400 shares of Unum worth $848K as of Q2 2014.
  • Stux Capital Management bought 8,900 Unum shares in Q2 2014, an estimated $304K.
  • Unum made up 0.11% of Stux Capital Management's portfolio in Q2 2014, its #232 holding.
  • Stux Capital Management first reported a position in Unum in Q3 2013 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Unum as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.