Wakefield Asset Management’s Unum UNM Stock Holding History

Wakefield Asset Management’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
2019 Q1	–	Sell	-41,574	Closed	-$1.22M	–	256
2018 Q4	$1.22M	Buy	+41,574	New	+$1.46M	0.53%	59

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DSC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wakefield Asset Management's UNM Position: Q1 2019 in Review

Wakefield Asset Management sold out of Unum (UNM) in Q1 2019, closing a stake of 41,574 shares — an estimated $1.22M sold.

Wakefield Asset Management first reported a position in UNM in Q4 2018 and held it in 1 quarter. The position peaked at $1.22M in Q4 2018. 512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

Wakefield Asset Management reported no remaining Unum position as of Q1 2019 after selling out during the quarter.
Wakefield Asset Management sold 41,574 Unum shares in Q1 2019, an estimated $1.22M.
Wakefield Asset Management first reported a position in Unum in Q4 2018 and held it in 1 quarter.
Wakefield Asset Management's Unum position peaked at $1.22M in Q4 2018.
512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on Wakefield Asset Management's 13F filing for Q1 2019, filed 6 May 2019.