WAM
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Wealthspire Advisors (Maryland)’s Unum UNM Stock Holding History

Wealthspire Advisors (Maryland)’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
-2,507
Closed -$85K – 1993
2019
Q1 		$85K Sell
2,507
-135
-5% -$4.7K 0.01% 701
2018
Q4 		$78K Buy
2,642
+321
+14% +$11.2K 0.01% 694
2018
Q3 		$91K Buy
2,321
+20
+0.9% +$746 0.01% 733
2018
Q2 		$85K Buy
2,301
+68
+3% +$2.84K 0.01% 771
2018
Q1 		$106K Sell
2,233
-30
-1% -$1.57K 0.01% 694
2017
Q4 		$124K Buy
2,263
+113
+5% +$6.07K 0.01% 635
2017
Q3 		$110K Sell
2,150
-94
-4% -$4.58K 0.01% 669
2017
Q2 		$105K Sell
2,244
-190
-8% -$8.74K 0.01% 682
2017
Q1 		$114K Buy
2,434
+29
+1% +$1.36K 0.02% 557
2016
Q4 		$106K Buy
2,405
+153
+7% +$6.12K 0.02% 562
2016
Q3 		$80K Buy
2,252
+85
+4% +$2.88K 0.01% 642
2016
Q2 		$69K Buy
2,167
+210
+11% +$7.1K 0.01% 642
2016
Q1 		$61K Sell
1,957
-322
-14% -$9.45K 0.01% 653
2015
Q4 		$76K Buy
+2,279
New +$78.6K 0.01% 600

Other funds holding UNM

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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