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Wilmington Trust National Association’s Unum UNM Stock Holding History

Wilmington Trust National Association’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 		$847K Sell
24,360
-1,110
-4% -$37.9K 0.03% 280
2014
Q1 		$899K Hold
25,470
– – 0.03% 258
2013
Q4 		$893K Hold
25,470
– – 0.03% 255
2013
Q3 		$775K Sell
25,470
-700
-3% -$21.5K 0.03% 270
2013
Q2 		$769K Buy
+26,170
New +$729K 0.03% 257

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 Trust National Association's UNM Position: Q2 2014 in Review

Wilmington Trust National Association reduced its Unum (UNM) stake by 4.4% in Q2 2014, selling an estimated $37.9K and leaving 24,360 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #280.

Wilmington Trust National Association first reported a position in UNM in Q2 2013 and has held it in 5 quarters since. The position peaked at $899K in Q1 2014. 402 funds tracked by Wall St. Rank hold UNM as of Q2 2014.

  • Wilmington Trust National Association held 24,360 shares of Unum worth $847K as of Q2 2014.
  • Wilmington Trust National Association sold 1,110 Unum shares in Q2 2014, an estimated $37.9K.
  • Unum made up 0.03% of Wilmington Trust National Association's portfolio in Q2 2014, its #280 holding.
  • Wilmington Trust National Association first reported a position in Unum in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust National Association's Unum position peaked at $899K in Q1 2014.
  • 402 funds tracked by Wall St. Rank held Unum as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.