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Wilbanks Smith & Thomas Asset Management’s Unum UNM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-194
Closed -$8K – 1254
2018
Q3 		$8K Buy
+194
New +$7.24K ﹤0.01% 1107

Other funds holding UNM

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BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's UNM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Unum (UNM) in Q4 2018, closing a stake of 194 shares — an estimated $8K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in UNM in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 194 Unum shares in Q4 2018, an estimated $8K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Unum in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Unum position peaked at $8K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.