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WFG Advisors’s Unum UNM Stock Holding History

WFG Advisors’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
2016
Q3 		– Sell
-8
Closed – – 1697
2016
Q2 		$0 Hold
8
– – ﹤0.01% 1695
2016
Q1 		$0 Buy
+8
New +$235 ﹤0.01% 1685
2015
Q1 		– Sell
-420
Closed -$15K – 2089
2014
Q4 		$15K Sell
420
-3,570
-89% -$121K ﹤0.01% 1331
2014
Q3 		$137K Buy
3,990
+11
+0.3% +$387 0.03% 551
2014
Q2 		$138K Sell
3,979
-9
-0.2% -$307 0.03% 549
2014
Q1 		$141K Buy
3,988
+9
+0.2% +$307 0.03% 522
2013
Q4 		$140K Sell
3,979
-145
-4% -$4.75K 0.02% 622
2013
Q3 		$126K Buy
4,124
+1,855
+82% +$57K 0.02% 630
2013
Q2 		$67K Buy
+2,269
New +$63.2K 0.01% 784

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

WFG Advisors's UNM Position: Q3 2016 in Review

WFG Advisors sold out of Unum (UNM) in Q3 2016, closing a stake of 8 shares.

WFG Advisors first reported a position in UNM in Q2 2013 and held it in 9 quarters. The position peaked at $141K in Q1 2014. 460 funds tracked by Wall St. Rank hold UNM as of Q3 2016.

  • WFG Advisors reported no remaining Unum position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 8 Unum shares in Q3 2016.
  • WFG Advisors first reported a position in Unum in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's Unum position peaked at $141K in Q1 2014.
  • 460 funds tracked by Wall St. Rank held Unum as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.