TrustCore Financial Services’s Unum UNM Stock Holding History

TrustCore Financial Services’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
2020 Q1	–	Sell	-200	Closed	-$6K	–	963
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	719
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	735
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	689
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	627
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	331
2018 Q3	$8K	Buy	+200	New	+$7.46K	﹤0.01%	611

Other funds holding UNM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TrustCore Financial Services's UNM Position: Q1 2020 in Review

TrustCore Financial Services sold out of Unum (UNM) in Q1 2020, closing a stake of 200 shares — an estimated $6K sold.

TrustCore Financial Services first reported a position in UNM in Q3 2018 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 421 funds tracked by Wall St. Rank hold UNM as of Q1 2020.

TrustCore Financial Services reported no remaining Unum position as of Q1 2020 after selling out during the quarter.
TrustCore Financial Services sold 200 Unum shares in Q1 2020, an estimated $6K.
TrustCore Financial Services first reported a position in Unum in Q3 2018 and held it in 6 quarters.
TrustCore Financial Services's Unum position peaked at $8K in Q3 2018.
421 funds tracked by Wall St. Rank held Unum as of Q1 2020.

Based on TrustCore Financial Services's 13F filing for Q1 2020, filed 7 May 2020.