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UNUM GROUP
UNUM GROUP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 10 Institutional holders with a total value of $46,864,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Cornerstone Advisors, Inc. 47 1,000 0.00%
2 CARRET ASSET MANAGEMENT, LLC 11,875 367,000 0.78%
3 J.P. Morgan Private Wealth Advisors LLC 16,373 506,000 1.08%
4 SHELTON CAPITAL MANAGEMENT 23,866 738,000 1.57%
5 World Asset Management Inc 24,792 767,000 1.64%
6 Hugh Johnson Advisors LLC 47,970 1,483,000 3.16%
7 AUXIER ASSET MANAGEMENT LLC 92,871 2,872,000 6.13%
8 KILLEN GROUP INC 97,428 3,012,000 6.43%
9 JAMES INVESTMENT RESEARCH, INC. 453,063 14,008,000 29.89%
10 SCOUT INVESTMENTS, INC. 747,423 23,110,000 49.31%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.