Beacon Pointe Wealth Advisors’s Union Pacific UNP Stock Holding History

Beacon Pointe 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
2019 Q4	$565K	Buy	3,128 +133	+4%	+$22.8K	0.1%	148
2019 Q3	$486K	Sell	2,995 -63	-2%	-$10.6K	0.1%	160
2019 Q2	$517K	Buy	3,058 +104	+4%	+$17.8K	0.11%	158
2019 Q1	$494K	Buy	2,954 +114	+4%	+$18.3K	0.11%	152
2018 Q4	$392K	Buy	+2,840	New	+$421K	0.14%	145

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Beacon Pointe Wealth Advisors's UNP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Union Pacific (UNP) stake by 4.4% in Q4 2019, buying an estimated $22.8K and bringing the position to 3,128 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #148.

Beacon Pointe Wealth Advisors first reported a position in UNP in Q4 2018 and has held it in 5 quarters since. 2,001 funds tracked by Wall St. Rank hold UNP as of Q4 2019.

Beacon Pointe Wealth Advisors held 3,128 shares of Union Pacific worth $565K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 133 Union Pacific shares in Q4 2019, an estimated $22.8K.
Union Pacific made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #148 holding.
Beacon Pointe Wealth Advisors first reported a position in Union Pacific in Q4 2018 and has held it in 5 quarters since.
2,001 funds tracked by Wall St. Rank held Union Pacific as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.