Tower View Wealth Management’s Unum UNM Stock Holding History

Tower View 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 Q1	–	Sell	-14,217	Closed	-$780K	–	148
2017 Q4	$780K	Buy	+14,217	New	+$763K	0.72%	52

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $269B AUM 31.4% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Tower View Wealth Management's UNM Position: Q1 2018 in Review

Tower View Wealth Management sold out of Unum (UNM) in Q1 2018, closing a stake of 14,217 shares — an estimated $780K sold.

Tower View Wealth Management first reported a position in UNM in Q4 2017 and held it in 1 quarter. The position peaked at $780K in Q4 2017. 549 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

Tower View Wealth Management reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
Tower View Wealth Management sold 14,217 Unum shares in Q1 2018, an estimated $780K.
Tower View Wealth Management first reported a position in Unum in Q4 2017 and held it in 1 quarter.
Tower View Wealth Management's Unum position peaked at $780K in Q4 2017.
549 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Tower View Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.