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Belmont Global Advisors’s Union Pacific UNP Stock Holding History

Belmont Global 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
2015
Q1 		– Sell
-8,200
Closed -$977K – 106
2014
Q4 		$977K Sell
8,200
-7,800
-49% -$895K 0.96% 29
2014
Q3 		$1.74M Hold
16,000
– – 1.36% 21
2014
Q2 		$1.6M Buy
16,000
+8,000
+100% +$775K 1.15% 22
2014
Q1 		$751K Buy
+8,000
New +$711K 0.63% 44

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belmont Global Advisors's UNP Position: Q1 2015 in Review

Belmont Global Advisors sold out of Union Pacific (UNP) in Q1 2015, closing a stake of 8,200 shares — an estimated $977K sold.

Belmont Global Advisors first reported a position in UNP in Q1 2014 and held it in 4 quarters. The position peaked at $1.74M in Q3 2014. 1,397 funds tracked by Wall St. Rank hold UNP as of Q1 2015.

  • Belmont Global Advisors reported no remaining Union Pacific position as of Q1 2015 after selling out during the quarter.
  • Belmont Global Advisors sold 8,200 Union Pacific shares in Q1 2015, an estimated $977K.
  • Belmont Global Advisors first reported a position in Union Pacific in Q1 2014 and held it in 4 quarters.
  • Belmont Global Advisors's Union Pacific position peaked at $1.74M in Q3 2014.
  • 1,397 funds tracked by Wall St. Rank held Union Pacific as of Q1 2015.

Based on Belmont Global Advisors's 13F filing for Q1 2015, filed 15 May 2015.