WTB
UNM icon

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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return