WFM
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Wilmington Funds Management’s Unum UNM Stock Holding History

Wilmington Funds 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
2014
Q2 		– Sell
-7,510
Closed -$265K – 825
2014
Q1 		$265K Hold
7,510
– – 0.03% 569
2013
Q4 		$263K Hold
7,510
– – 0.03% 599
2013
Q3 		$229K Hold
7,510
– – 0.02% 648
2013
Q2 		$221K Buy
+7,510
New +$209K 0.02% 623

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wilmington Funds Management's UNM Position: Q2 2014 in Review

Wilmington Funds Management sold out of Unum (UNM) in Q2 2014, closing a stake of 7,510 shares — an estimated $265K sold.

Wilmington Funds Management first reported a position in UNM in Q2 2013 and held it in 4 quarters. The position peaked at $265K in Q1 2014. 402 funds tracked by Wall St. Rank hold UNM as of Q2 2014.

  • Wilmington Funds Management reported no remaining Unum position as of Q2 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 7,510 Unum shares in Q2 2014, an estimated $265K.
  • Wilmington Funds Management first reported a position in Unum in Q2 2013 and held it in 4 quarters.
  • Wilmington Funds Management's Unum position peaked at $265K in Q1 2014.
  • 402 funds tracked by Wall St. Rank held Unum as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.