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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 – 1954
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

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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UNM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Unum (UNM) in Q2 2019, closing a stake of 2,507 shares — an estimated $85K sold.

Wealthspire Advisors (Maryland) first reported a position in UNM in Q4 2015 and held it in 14 quarters. The position peaked at $124K in Q4 2017. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,507 Unum shares in Q2 2019, an estimated $85K.
  • Wealthspire Advisors (Maryland) first reported a position in Unum in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Unum position peaked at $124K in Q4 2017.
  • 490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.