THWM
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Taylor Hoffman Wealth Management’s Unum UNM Stock Holding History

Taylor Hoffman Wealth 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
2018
Q3 		– Sell
-88
Closed -$3K – 422
2018
Q2 		$3K Hold
88
– – ﹤0.01% 348
2018
Q1 		$4K Hold
88
– – ﹤0.01% 353
2017
Q4 		$5K Buy
+88
New +$4.72K ﹤0.01% 343

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 $3.38T AUM 44.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Taylor Hoffman Wealth Management's UNM Position: Q3 2018 in Review

Taylor Hoffman Wealth Management sold out of Unum (UNM) in Q3 2018, closing a stake of 88 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in UNM in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 513 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

  • Taylor Hoffman Wealth Management reported no remaining Unum position as of Q3 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 88 Unum shares in Q3 2018, an estimated $3K.
  • Taylor Hoffman Wealth Management first reported a position in Unum in Q4 2017 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's Unum position peaked at $5K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.