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WealthOne’s Unum UNM Stock Holding History

WealthOne’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
-284
Closed -$8K – 516
2018
Q4 		$8K Buy
+284
New +$9.94K 0.01% 405

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthOne's UNM Position: Q1 2019 in Review

WealthOne sold out of Unum (UNM) in Q1 2019, closing a stake of 284 shares — an estimated $8K sold.

WealthOne first reported a position in UNM in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

  • WealthOne reported no remaining Unum position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 284 Unum shares in Q1 2019, an estimated $8K.
  • WealthOne first reported a position in Unum in Q4 2018 and held it in 1 quarter.
  • WealthOne's Unum position peaked at $8K in Q4 2018.
  • 512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.