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TCW Group’s Unum UNM Stock Holding History

TCW Group’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
2017
Q1 		– Sell
-17,100
Closed -$751K – 609
2016
Q4 		$751K Sell
17,100
-250
-1% -$10K 0.01% 552
2016
Q3 		$613K Sell
17,350
-100
-0.6% -$3.38K ﹤0.01% 586
2016
Q2 		$555K Buy
17,450
+750
+4% +$25.4K ﹤0.01% 605
2016
Q1 		$516K Sell
16,700
-150
-0.9% -$4.4K ﹤0.01% 623
2015
Q4 		$561K Sell
16,850
-50
-0.3% -$1.72K ﹤0.01% 619
2015
Q3 		$542K Buy
16,900
+50
+0.3% +$1.72K ﹤0.01% 629
2015
Q2 		$602K Sell
16,850
-54,050
-76% -$1.89M ﹤0.01% 604
2015
Q1 		$2.39M Buy
70,900
+105
+0.1% +$3.48K 0.01% 586
2014
Q4 		$2.47M Sell
70,795
-54,155
-43% -$1.83M 0.01% 577
2014
Q3 		$4.3M Sell
124,950
-4,050
-3% -$142K 0.02% 522
2014
Q2 		$4.48M Buy
129,000
+100
+0.1% +$3.41K 0.02% 523
2014
Q1 		$4.55M Sell
128,900
-250
-0.2% -$8.53K 0.02% 505
2013
Q4 		$4.53M Sell
129,150
-1,000
-0.8% -$32.7K 0.02% 515
2013
Q3 		$3.96M Sell
130,150
-750
-0.6% -$23K 0.02% 546
2013
Q2 		$3.85M Buy
+130,900
New +$3.65M 0.02% 517

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCW Group's UNM Position: Q1 2017 in Review

TCW Group sold out of Unum (UNM) in Q1 2017, closing a stake of 17,100 shares — an estimated $751K sold.

TCW Group first reported a position in UNM in Q2 2013 and held it in 15 quarters. The position peaked at $4.55M in Q1 2014. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • TCW Group reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
  • TCW Group sold 17,100 Unum shares in Q1 2017, an estimated $751K.
  • TCW Group first reported a position in Unum in Q2 2013 and held it in 15 quarters.
  • TCW Group's Unum position peaked at $4.55M in Q1 2014.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on TCW Group's 13F filing for Q1 2017, filed 12 May 2017.