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 Q1	–	Sell	-200	Closed	-$7K	–	10826
2013 Q4	$7K	Sell	200 -1,000	-83%	-$32.7K	﹤0.01%	9344
2013 Q3	$37K	Hold	1,200	–	–	﹤0.01%	7259
2013 Q2	$35K	Buy	+1,200	New	+$33.4K	﹤0.01%	7190

Other funds holding UNM

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

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 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.