WP Advisors’s Unum UNM Stock Holding History

WP Advisors’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	-516	Closed	-$20K	–	221
2018 Q3	$20K	Buy	516 +4	+0.8%	+$149	0.02%	183
2018 Q2	$19K	Buy	+512	New	+$21.4K	0.02%	197

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WP Advisors's UNM Position: Q4 2018 in Review

WP Advisors sold out of Unum (UNM) in Q4 2018, closing a stake of 516 shares — an estimated $20K sold.

WP Advisors first reported a position in UNM in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

WP Advisors reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 516 Unum shares in Q4 2018, an estimated $20K.
WP Advisors first reported a position in Unum in Q2 2018 and held it in 2 quarters.
WP Advisors's Unum position peaked at $20K in Q3 2018.
494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.