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Turner Investments’s Unum UNM Stock Holding History

Turner Investments’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
2015
Q1 		– Sell
-46,100
Closed -$1.61M – 522
2014
Q4 		$1.61M Hold
46,100
– – 0.19% 184
2014
Q3 		$1.58M Hold
46,100
– – 0.1% 298
2014
Q2 		$1.6M Buy
+46,100
New +$1.57M 0.07% 333

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Turner Investments's UNM Position: Q1 2015 in Review

Turner Investments sold out of Unum (UNM) in Q1 2015, closing a stake of 46,100 shares — an estimated $1.61M sold.

Turner Investments first reported a position in UNM in Q2 2014 and held it in 3 quarters. The position peaked at $1.61M in Q4 2014. 410 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

  • Turner Investments reported no remaining Unum position as of Q1 2015 after selling out during the quarter.
  • Turner Investments sold 46,100 Unum shares in Q1 2015, an estimated $1.61M.
  • Turner Investments first reported a position in Unum in Q2 2014 and held it in 3 quarters.
  • Turner Investments's Unum position peaked at $1.61M in Q4 2014.
  • 410 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on Turner Investments's 13F filing for Q1 2015, filed 12 May 2015.