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WealthTrust-Arizona’s Unum UNM Stock Holding History

WealthTrust-Arizona’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
2015
Q3 		– Sell
-1,285
Closed -$46K – 637
2015
Q2 		$46K Hold
1,285
– – 0.03% 173
2015
Q1 		$43K Sell
1,285
-414
-24% -$13.7K 0.03% 183
2014
Q4 		$59K Buy
1,699
+38
+2% +$1.28K 0.05% 136
2014
Q3 		$57K Hold
1,661
– – 0.06% 145
2014
Q2 		$58K Sell
1,661
-36
-2% -$1.23K 0.06% 151
2014
Q1 		$60K Buy
1,697
+292
+21% +$9.97K 0.07% 137
2013
Q4 		$49K Buy
1,405
+167
+13% +$5.47K 0.06% 144
2013
Q3 		$38K Buy
1,238
+142
+13% +$4.36K 0.05% 160
2013
Q2 		$32K Buy
+1,096
New +$30.5K 0.04% 173

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's UNM Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Unum (UNM) in Q3 2015, closing a stake of 1,285 shares — an estimated $46K sold.

WealthTrust-Arizona first reported a position in UNM in Q2 2013 and held it in 9 quarters. The position peaked at $60K in Q1 2014. 406 funds tracked by Wall St. Rank hold UNM as of Q3 2015.

  • WealthTrust-Arizona reported no remaining Unum position as of Q3 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 1,285 Unum shares in Q3 2015, an estimated $46K.
  • WealthTrust-Arizona first reported a position in Unum in Q2 2013 and held it in 9 quarters.
  • WealthTrust-Arizona's Unum position peaked at $60K in Q1 2014.
  • 406 funds tracked by Wall St. Rank held Unum as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.