Advocacy Wealth Management Services’s Union Pacific UNP Stock Holding History

Advocacy Wealth Management Services’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-166	Closed	-$24K	–	174
2018 Q2	$24K	Sell	166 -21	-11%	-$2.93K	0.02%	76
2018 Q1	$25K	Hold	187	–	–	0.02%	73
2017 Q4	$25K	Sell	187 -104	-36%	-$12.5K	0.02%	90
2017 Q3	$33K	Buy	291 +130	+81%	+$13.9K	0.01%	92
2017 Q2	$18K	Buy	161 +57	+55%	+$6.22K	0.01%	146
2017 Q1	$11K	Buy	+104	New	+$11.1K	﹤0.01%	197
2013 Q3	$105K	Buy	+1,340	New	+$106K	0.29%	63

Other funds holding UNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advocacy Wealth Management Services's UNP Position: Q3 2018 in Review

Advocacy Wealth Management Services sold out of Union Pacific (UNP) in Q3 2018, closing a stake of 166 shares — an estimated $24K sold.

Advocacy Wealth Management Services first reported a position in UNP in Q3 2013 and held it in 7 quarters. The position peaked at $105K in Q3 2013. 1,684 funds tracked by Wall St. Rank hold UNP as of Q3 2018.

Advocacy Wealth Management Services reported no remaining Union Pacific position as of Q3 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 166 Union Pacific shares in Q3 2018, an estimated $24K.
Advocacy Wealth Management Services first reported a position in Union Pacific in Q3 2013 and held it in 7 quarters.
Advocacy Wealth Management Services's Union Pacific position peaked at $105K in Q3 2013.
1,684 funds tracked by Wall St. Rank held Union Pacific as of Q3 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2018, filed 9 Oct 2018.