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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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Unum

Vanguard Group
Norges Bank Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Donald Smith & Co
AQR Capital Management
LSV Asset Management
Bank of New York Mellon
Goldman Sachs Group
Nordea Investment Management Ab
Millennium Management
Royal Bank of Canada
Arrowstreet Capital, Limited Partnership
Two Sigma Advisers
Two Sigma Investments

View all funds holding Unum