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Bellwether Investment Group’s Union Pacific UNP Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-475
Closed -$50K – 588
2017
Q1 		$50K Buy
475
+167
+54% +$17.8K 0.13% 147
2016
Q4 		$32K Buy
+308
New +$30.3K 0.03% 351
2016
Q2 		$5K Buy
+56
New +$4.74K 0.01% 502

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Bellwether Investment Group's UNP Position: Q2 2017 in Review

Bellwether Investment Group sold out of Union Pacific (UNP) in Q2 2017, closing a stake of 475 shares — an estimated $50K sold.

Bellwether Investment Group first reported a position in UNP in Q2 2016 and held it in 3 quarters. The position peaked at $50K in Q1 2017. 1,462 funds tracked by Wall St. Rank hold UNP as of Q2 2017.

  • Bellwether Investment Group reported no remaining Union Pacific position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 475 Union Pacific shares in Q2 2017, an estimated $50K.
  • Bellwether Investment Group first reported a position in Union Pacific in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Union Pacific position peaked at $50K in Q1 2017.
  • 1,462 funds tracked by Wall St. Rank held Union Pacific as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.