Welch Group’s Unum UNM Stock Holding History

Welch Group’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
2017 Q3	–	Sell	-7,997	Closed	-$373K	–	151
2017 Q2	$373K	Buy	+7,997	New	+$368K	0.06%	91

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Welch Group's UNM Position: Q3 2017 in Review

Welch Group sold out of Unum (UNM) in Q3 2017, closing a stake of 7,997 shares — an estimated $373K sold.

Welch Group first reported a position in UNM in Q2 2017 and held it in 1 quarter. The position peaked at $373K in Q2 2017. 496 funds tracked by Wall St. Rank hold UNM as of Q3 2017.

Welch Group reported no remaining Unum position as of Q3 2017 after selling out during the quarter.
Welch Group sold 7,997 Unum shares in Q3 2017, an estimated $373K.
Welch Group first reported a position in Unum in Q2 2017 and held it in 1 quarter.
Welch Group's Unum position peaked at $373K in Q2 2017.
496 funds tracked by Wall St. Rank held Unum as of Q3 2017.

Based on Welch Group's 13F filing for Q3 2017, filed 7 Nov 2017.