Braver Wealth Management’s Union Pacific UNP Stock Holding History

Braver Wealth Management’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 Q4	$425K	Buy	4,103 +400	+11%	+$39.3K	0.07%	120
2016 Q3	$361K	Hold	3,703	–	–	0.06%	118
2016 Q2	$323K	Hold	3,703	–	–	0.06%	115
2016 Q1	$295K	Buy	+3,703	New	+$286K	0.05%	125

Other funds holding UNP

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Braver Wealth Management's UNP Position: Q4 2016 in Review

Braver Wealth Management increased its Union Pacific (UNP) stake by 11% in Q4 2016, buying an estimated $39.3K and bringing the position to 4,103 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #120.

Braver Wealth Management first reported a position in UNP in Q1 2016 and has held it in 4 quarters since. 1,427 funds tracked by Wall St. Rank hold UNP as of Q4 2016.

Braver Wealth Management held 4,103 shares of Union Pacific worth $425K as of Q4 2016.
Braver Wealth Management bought 400 Union Pacific shares in Q4 2016, an estimated $39.3K.
Union Pacific made up 0.07% of Braver Wealth Management's portfolio in Q4 2016, its #120 holding.
Braver Wealth Management first reported a position in Union Pacific in Q1 2016 and has held it in 4 quarters since.
1,427 funds tracked by Wall St. Rank held Union Pacific as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.