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Wealthfront’s Unum UNM Stock Holding History

Wealthfront’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
2018
Q3 		$1.56M Sell
39,999
-16,512
-29% -$616K 0.02% 171
2018
Q2 		$2.09M Buy
56,511
+32,978
+140% +$1.38M 0.02% 121
2018
Q1 		$1.12M Buy
23,533
+6,285
+36% +$328K 0.01% 230
2017
Q4 		$947K Buy
17,248
+3,477
+25% +$187K 0.01% 235
2017
Q3 		$704K Buy
13,771
+6,818
+98% +$333K 0.01% 263
2017
Q2 		$324K Buy
6,953
+1,877
+37% +$86.3K ﹤0.01% 367
2017
Q1 		$238K Buy
5,076
+103
+2% +$4.82K ﹤0.01% 385
2016
Q4 		$218K Buy
+4,973
New +$199K ﹤0.01% 362
2015
Q4 		– Sell
-3,003
Closed -$96K – 1018
2015
Q3 		$96K Sell
3,003
-132
-4% -$4.55K ﹤0.01% 421
2015
Q2 		$112K Buy
3,135
+544
+21% +$19K ﹤0.01% 381
2015
Q1 		$87K Buy
2,591
+1,419
+121% +$47.1K ﹤0.01% 412
2014
Q4 		$41K Sell
1,172
-237
-17% -$8K ﹤0.01% 500
2014
Q3 		$48K Buy
1,409
+535
+61% +$18.8K ﹤0.01% 416
2014
Q2 		$31K Buy
874
+483
+124% +$16.5K ﹤0.01% 444
2014
Q1 		$14K Buy
+391
New +$13.3K ﹤0.01% 478

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 $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthfront's UNM Position: Q3 2018 in Review

Wealthfront reduced its Unum (UNM) stake by 29% in Q3 2018, selling an estimated $616K and leaving 39,999 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #171.

Wealthfront first reported a position in UNM in Q1 2014 and has held it in 15 quarters since. The position peaked at $2.09M in Q2 2018. 514 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

  • Wealthfront held 39,999 shares of Unum worth $1.56M as of Q3 2018.
  • Wealthfront sold 16,512 Unum shares in Q3 2018, an estimated $616K.
  • Unum made up 0.02% of Wealthfront's portfolio in Q3 2018, its #171 holding.
  • Wealthfront first reported a position in Unum in Q1 2014 and has held it in 15 quarters since.
  • Wealthfront's Unum position peaked at $2.09M in Q2 2018.
  • 514 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.