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White Pine Investment Company’s Unum UNM Stock Holding History

White Pine Investment Company’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
Q2 		– Sell
-72,633
Closed -$3.41M – 58
2017
Q1 		$3.41M Sell
72,633
-3,605
-5% -$169K 1.84% 29
2016
Q4 		$3.35M Sell
76,238
-1,980
-3% -$79.2K 1.81% 27
2016
Q3 		$2.76M Sell
78,218
-2,775
-3% -$93.9K 1.62% 31
2016
Q2 		$2.58M Sell
80,993
-1,050
-1% -$35.5K 1.54% 31
2016
Q1 		$2.54M Sell
82,043
-1,100
-1% -$32.3K 1.54% 30
2015
Q4 		$2.77M Sell
83,143
-1,390
-2% -$47.9K 1.71% 27
2015
Q3 		$2.71M Sell
84,533
-196
-0.2% -$6.75K 1.74% 28
2015
Q2 		$3.03M Buy
84,729
+459
+0.5% +$16.1K 1.76% 30
2015
Q1 		$2.84M Buy
84,270
+39,670
+89% +$1.32M 1.62% 30
2014
Q4 		$1.56M Sell
44,600
-1,000
-2% -$33.8K 0.91% 35
2014
Q3 		$1.57M Sell
45,600
-5,900
-11% -$207K 0.95% 35
2014
Q2 		$1.79M Sell
51,500
-3,900
-7% -$133K 1.08% 34
2014
Q1 		$1.96M Sell
55,400
-11,400
-17% -$389K 1.25% 32
2013
Q4 		$2.34M Sell
66,800
-2,700
-4% -$88.4K 1.6% 27
2013
Q3 		$2.12M Sell
69,500
-1,950
-3% -$59.9K 1.61% 29
2013
Q2 		$2.1M Buy
+71,450
New +$1.99M 1.67% 27

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

White Pine Investment Company's UNM Position: Q2 2017 in Review

White Pine Investment Company sold out of Unum (UNM) in Q2 2017, closing a stake of 72,633 shares — an estimated $3.41M sold.

White Pine Investment Company first reported a position in UNM in Q2 2013 and held it in 16 quarters. The position peaked at $3.41M in Q1 2017. 494 funds tracked by Wall St. Rank hold UNM as of Q2 2017.

  • White Pine Investment Company reported no remaining Unum position as of Q2 2017 after selling out during the quarter.
  • White Pine Investment Company sold 72,633 Unum shares in Q2 2017, an estimated $3.41M.
  • White Pine Investment Company first reported a position in Unum in Q2 2013 and held it in 16 quarters.
  • White Pine Investment Company's Unum position peaked at $3.41M in Q1 2017.
  • 494 funds tracked by Wall St. Rank held Unum as of Q2 2017.

Based on White Pine Investment Company's 13F filing for Q2 2017, filed 18 Jul 2017.