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Unum shares owned by Creative Planning

Quarter-by-quarter ownership of Unum (UNM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $53k 2.5k 20.80
2012-09-30 $43k 2.2k 19.12
2012-06-30 $45k 2.4k 19.06
2011-12-31 $16k 757 21.14

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Unum

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Donald Smith & Co
LSV Asset Management
AQR Capital Management
Nordea Investment Management Ab
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Unum