Bridgeworth’s Union Pacific UNP Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-468	Closed	-$65K	–	513
2018 Q2	$65K	Buy	+468	New	+$65.2K	0.03%	247

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bridgeworth's UNP Position: Q3 2018 in Review

Bridgeworth sold out of Union Pacific (UNP) in Q3 2018, closing a stake of 468 shares — an estimated $65K sold.

Bridgeworth first reported a position in UNP in Q2 2018 and held it in 1 quarter. The position peaked at $65K in Q2 2018. 1,684 funds tracked by Wall St. Rank hold UNP as of Q3 2018.

Bridgeworth reported no remaining Union Pacific position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 468 Union Pacific shares in Q3 2018, an estimated $65K.
Bridgeworth first reported a position in Union Pacific in Q2 2018 and held it in 1 quarter.
Bridgeworth's Union Pacific position peaked at $65K in Q2 2018.
1,684 funds tracked by Wall St. Rank held Union Pacific as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.