USA Mutuals Advisors’s Unum UNM Stock Holding History

USA Mutuals Advisors’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
2016 Q1	–	Sell	-79	Closed	-$3K	–	218
2015 Q4	$3K	Buy	+79	New	+$2.72K	﹤0.01%	125

Other funds holding UNM

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DSC

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

USA Mutuals Advisors's UNM Position: Q1 2016 in Review

USA Mutuals Advisors sold out of Unum (UNM) in Q1 2016, closing a stake of 79 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in UNM in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 428 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

USA Mutuals Advisors reported no remaining Unum position as of Q1 2016 after selling out during the quarter.
USA Mutuals Advisors sold 79 Unum shares in Q1 2016, an estimated $3K.
USA Mutuals Advisors first reported a position in Unum in Q4 2015 and held it in 1 quarter.
USA Mutuals Advisors's Unum position peaked at $3K in Q4 2015.
428 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on USA Mutuals Advisors's 13F filing for Q1 2016, filed 13 May 2016.