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UNM icon

TradeWorx’s Unum UNM Stock Holding History

TradeWorx’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
Q3 		$526K Buy
+15,300
New +$538K 0.7% 26
2013
Q4 		– Sell
-12,989
Closed -$395K – 609
2013
Q3 		$395K Buy
+12,989
New +$399K 0.18% 211

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

TradeWorx's UNM Position: Q3 2014 in Review

TradeWorx opened a new position in Unum (UNM) in Q3 2014: 15,300 shares worth $526K. The stake represents 0.7% of the portfolio and ranks #26 among its holdings. This is a return to the name: TradeWorx previously reported a position in UNM as recently as Q3 2013.

TradeWorx first reported a position in UNM in Q3 2013 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold UNM as of Q3 2014.

  • TradeWorx held 15,300 shares of Unum worth $526K as of Q3 2014.
  • Unum was a new TradeWorx position in Q3 2014.
  • Unum made up 0.7% of TradeWorx's portfolio in Q3 2014, its #26 holding.
  • TradeWorx first reported a position in Unum in Q3 2013 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Unum as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.