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Alterna Wealth Management’s Union Pacific UNP Stock Holding History

Alterna Wealth Management’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
2019
Q1 		– Sell
-6,921
Closed -$754K – 317
2018
Q4 		$754K Buy
+6,921
New +$1.03M 0.12% 127

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alterna Wealth Management's UNP Position: Q1 2019 in Review

Alterna Wealth Management sold out of Union Pacific (UNP) in Q1 2019, closing a stake of 6,921 shares — an estimated $754K sold.

Alterna Wealth Management first reported a position in UNP in Q4 2018 and held it in 1 quarter. The position peaked at $754K in Q4 2018. 1,839 funds tracked by Wall St. Rank hold UNP as of Q1 2019.

  • Alterna Wealth Management reported no remaining Union Pacific position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 6,921 Union Pacific shares in Q1 2019, an estimated $754K.
  • Alterna Wealth Management first reported a position in Union Pacific in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Union Pacific position peaked at $754K in Q4 2018.
  • 1,839 funds tracked by Wall St. Rank held Union Pacific as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.