American Economic Planning Group’s Union Pacific UNP Stock Holding History

American Economic Planning Group’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 Q3	$283K	Sell	1,728 -75	-4%	-$12.6K	0.08%	70
2019 Q2	$305K	Buy	1,803 +40	+2%	+$6.85K	0.09%	64
2019 Q1	$295K	Sell	1,763 -25	-1%	-$4.02K	0.09%	64
2018 Q4	$247K	Sell	1,788 -45	-2%	-$6.67K	0.08%	68
2018 Q3	$298K	Sell	1,833 -252	-12%	-$37.9K	0.11%	52
2018 Q2	$295K	Buy	2,085 +206	+11%	+$28.7K	0.11%	57
2018 Q1	$253K	Buy	1,879 +120	+7%	+$16.1K	0.09%	71
2017 Q4	$236K	Buy	1,759 +11	+0.6%	+$1.33K	0.09%	75
2017 Q3	$203K	Buy	+1,748	New	+$187K	0.08%	76

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Economic Planning Group's UNP Position: Q3 2019 in Review

American Economic Planning Group reduced its Union Pacific (UNP) stake by 4.2% in Q3 2019, selling an estimated $12.6K and leaving 1,728 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #70.

American Economic Planning Group first reported a position in UNP in Q3 2017 and has held it in 9 quarters since. The position peaked at $305K in Q2 2019. 1,834 funds tracked by Wall St. Rank hold UNP as of Q3 2019.

American Economic Planning Group held 1,728 shares of Union Pacific worth $283K as of Q3 2019.
American Economic Planning Group sold 75 Union Pacific shares in Q3 2019, an estimated $12.6K.
Union Pacific made up 0.08% of American Economic Planning Group's portfolio in Q3 2019, its #70 holding.
American Economic Planning Group first reported a position in Union Pacific in Q3 2017 and has held it in 9 quarters since.
American Economic Planning Group's Union Pacific position peaked at $305K in Q2 2019.
1,834 funds tracked by Wall St. Rank held Union Pacific as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.