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UBS’s Unum UNM Stock Holding History

UBS’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 		– Sell
-300
Closed -$10K – 10782
2014
Q2 		$10K Buy
300
+200
+200% +$6.83K ﹤0.01% 8901
2014
Q1 		$4K Sell
100
-400
-80% -$13.7K ﹤0.01% 9714
2013
Q4 		$18K Sell
500
-6,400
-93% -$210K ﹤0.01% 8282
2013
Q3 		$210K Buy
6,900
+3,700
+116% +$114K ﹤0.01% 5117
2013
Q2 		$94K Buy
+3,200
New +$89.1K ﹤0.01% 5987

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

UBS's UNM Position: Q3 2014 in Review

UBS increased its Unum (UNM) stake by 151% in Q3 2014, buying an estimated $31.1M and bringing the position to 1,468,571 shares worth $50.5M. The position accounts for 0.04% of the portfolio, ranked #502.

UBS first reported a position in UNM in Q2 2013 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold UNM as of Q3 2014.

  • UBS held 1,468,571 shares of Unum worth $50.5M as of Q3 2014.
  • UBS bought 884,465 Unum shares in Q3 2014, an estimated $31.1M.
  • Unum made up 0.04% of UBS's portfolio in Q3 2014, its #502 holding.
  • UBS first reported a position in Unum in Q2 2013 and has held it in 6 quarters since.
  • 431 funds tracked by Wall St. Rank held Unum as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.