New England Capital Financial Advisors »

Unum shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Unum (UNM) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unum by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $102k 1.9k 53.67
2023-12-31 $86k 1.9k 45.23
2023-09-30 $94k 1.9k 49.20
2023-06-30 $91k 1.9k 47.71
2023-03-31 $75k 1.9k 39.57
2022-12-31 $77k 1.9k 40.31

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Unum

Vanguard Group
BlackRock
FMR
Norges Bank Investment Management
Charles Schwab Investment Management
Dimensional Fund Advisors
Donald Smith & Co
AQR Capital Management
Geode Capital Management
Nordea Investment Management Ab
LSV Asset Management
Bank of New York Mellon
Goldman Sachs Group
Millennium Management
Royal Bank of Canada

View all funds holding Unum