VIA
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Vantage Investment Advisors’s Unum UNM Stock Holding History

Vantage Investment 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
Q3 		– Sell
-68
Closed -$2K – 843
2016
Q2 		$2K Buy
+68
New +$2.3K ﹤0.01% 743

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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

Vantage Investment Advisors's UNM Position: Q3 2016 in Review

Vantage Investment Advisors sold out of Unum (UNM) in Q3 2016, closing a stake of 68 shares — an estimated $2K sold.

Vantage Investment Advisors first reported a position in UNM in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2016.

  • Vantage Investment Advisors reported no remaining Unum position as of Q3 2016 after selling out during the quarter.
  • Vantage Investment Advisors sold 68 Unum shares in Q3 2016, an estimated $2K.
  • Vantage Investment Advisors first reported a position in Unum in Q2 2016 and held it in 1 quarter.
  • Vantage Investment Advisors's Unum position peaked at $2K in Q2 2016.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2016.

Based on Vantage Investment Advisors's 13F filing for Q3 2016, filed 9 Nov 2016.