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Wealthcare Capital Management’s Unum UNM Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-168
Closed -$5K – 634
2021
Q1 		$5K Buy
+168
New +$4.36K ﹤0.01% 396
2015
Q2 		– Sell
-125
Closed -$4K – 838
2015
Q1 		$4K Buy
+125
New +$4.15K ﹤0.01% 706

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's UNM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Unum (UNM) in Q2 2021, closing a stake of 168 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in UNM in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 450 funds tracked by Wall St. Rank hold UNM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Unum position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 168 Unum shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Unum in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Unum position peaked at $5K in Q1 2021.
  • 450 funds tracked by Wall St. Rank held Unum as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.