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Whitnell & Co’s Unum UNM Stock Holding History

Whitnell & Co’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
2018
Q2 		– Sell
-305
Closed -$15K – 412
2018
Q1 		$15K Buy
+305
New +$15.9K 0.01% 230

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Whitnell & Co's UNM Position: Q2 2018 in Review

Whitnell & Co sold out of Unum (UNM) in Q2 2018, closing a stake of 305 shares — an estimated $15K sold.

Whitnell & Co first reported a position in UNM in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Whitnell & Co reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Whitnell & Co sold 305 Unum shares in Q2 2018, an estimated $15K.
  • Whitnell & Co first reported a position in Unum in Q1 2018 and held it in 1 quarter.
  • Whitnell & Co's Unum position peaked at $15K in Q1 2018.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Whitnell & Co's 13F filing for Q2 2018, filed 26 Jul 2018.