Ancora Family Wealth Advisors’s Union Pacific UNP Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$3.92M	Buy	40,225 +114	+0.3%	+$10.7K	1.34%	16
2016 Q2	$3.5M	Sell	40,111 -454	-1%	-$38.4K	1.33%	18
2016 Q1	$3.23M	Buy	40,565 +8,905	+28%	+$688K	1.31%	20
2015 Q4	$2.48M	Buy	31,660 +10,579	+50%	+$908K	1.06%	27
2015 Q3	$1.86M	Buy	+21,081	New	+$1.92M	0.78%	36

Other funds holding UNP

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ancora Family Wealth Advisors's UNP Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Union Pacific (UNP) stake by 0.28% in Q3 2016, buying an estimated $10.7K and bringing the position to 40,225 shares worth $3.92M. The position accounts for 1.34% of the portfolio, ranked #16.

Ancora Family Wealth Advisors first reported a position in UNP in Q3 2015 and has held it in 5 quarters since. 1,355 funds tracked by Wall St. Rank hold UNP as of Q3 2016.

Ancora Family Wealth Advisors held 40,225 shares of Union Pacific worth $3.92M as of Q3 2016.
Ancora Family Wealth Advisors bought 114 Union Pacific shares in Q3 2016, an estimated $10.7K.
Union Pacific made up 1.34% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #16 holding.
Ancora Family Wealth Advisors first reported a position in Union Pacific in Q3 2015 and has held it in 5 quarters since.
1,355 funds tracked by Wall St. Rank held Union Pacific as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.