Washington Trust Bank’s Unum UNM Stock Holding History

Washington Trust Bank’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 Q2	–	Sell	-3,401	Closed	-$115K	–	522
2019 Q1	$115K	Hold	3,401	–	–	0.02%	241
2018 Q4	$100K	Hold	3,401	–	–	0.01%	258
2018 Q3	$133K	Hold	3,401	–	–	0.02%	252
2018 Q2	$126K	Hold	3,401	–	–	0.02%	271
2018 Q1	$162K	Sell	3,401 -807	-19%	-$42.2K	0.02%	237
2017 Q4	$231K	Hold	4,208	–	–	0.03%	210
2017 Q3	$215K	Hold	4,208	–	–	0.03%	206
2017 Q2	$196K	Hold	4,208	–	–	0.04%	200
2017 Q1	$197K	Sell	4,208 -32	-0.8%	-$1.5K	0.04%	205
2016 Q4	$186K	Hold	4,240	–	–	0.04%	205
2016 Q3	$150K	Sell	4,240 -168	-4%	-$5.68K	0.04%	215
2016 Q2	$140K	Hold	4,408	–	–	0.04%	212
2016 Q1	$136K	Hold	4,408	–	–	0.04%	220
2015 Q4	$147K	Hold	4,408	–	–	0.03%	225
2015 Q3	$141K	Hold	4,408	–	–	0.04%	238
2015 Q2	$158K	Hold	4,408	–	–	0.04%	227
2015 Q1	$149K	Buy	4,408 +300	+7%	+$9.95K	0.04%	255
2014 Q4	$143K	Buy	4,108 +500	+14%	+$16.9K	0.04%	278
2014 Q3	$124K	Hold	3,608	–	–	0.04%	299
2014 Q2	$125K	Hold	3,608	–	–	0.03%	323
2014 Q1	$127K	Buy	+3,608	New	+$123K	0.03%	317

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

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

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

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

Washington Trust Bank's UNM Position: Q2 2019 in Review

Washington Trust Bank sold out of Unum (UNM) in Q2 2019, closing a stake of 3,401 shares — an estimated $115K sold.

Washington Trust Bank first reported a position in UNM in Q1 2014 and held it in 21 quarters. The position peaked at $231K in Q4 2017. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

Washington Trust Bank reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 3,401 Unum shares in Q2 2019, an estimated $115K.
Washington Trust Bank first reported a position in Unum in Q1 2014 and held it in 21 quarters.
Washington Trust Bank's Unum position peaked at $231K in Q4 2017.
490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.