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Bridgewater Wealth & Financial Management’s Union Pacific UNP Stock Holding History

Bridgewater Wealth & Financial 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
2015
Q3 		– Sell
-2,261
Closed -$216K – 89
2015
Q2 		$216K Sell
2,261
-65
-3% -$6.78K 0.09% 73
2015
Q1 		$252K Sell
2,326
-5
-0.2% -$587 0.11% 69
2014
Q4 		$278K Buy
+2,331
New +$268K 0.11% 82

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bridgewater Wealth & Financial Management's UNP Position: Q3 2015 in Review

Bridgewater Wealth & Financial Management sold out of Union Pacific (UNP) in Q3 2015, closing a stake of 2,261 shares — an estimated $216K sold.

Bridgewater Wealth & Financial Management first reported a position in UNP in Q4 2014 and held it in 3 quarters. The position peaked at $278K in Q4 2014. 1,321 funds tracked by Wall St. Rank hold UNP as of Q3 2015.

  • Bridgewater Wealth & Financial Management reported no remaining Union Pacific position as of Q3 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 2,261 Union Pacific shares in Q3 2015, an estimated $216K.
  • Bridgewater Wealth & Financial Management first reported a position in Union Pacific in Q4 2014 and held it in 3 quarters.
  • Bridgewater Wealth & Financial Management's Union Pacific position peaked at $278K in Q4 2014.
  • 1,321 funds tracked by Wall St. Rank held Union Pacific as of Q3 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2015, filed 2 Nov 2015.