BT Wealth Management’s Union Pacific UNP Stock Holding History

BT 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
2019 Q1	–	Sell	-1,526	Closed	-$259K	–	98
2018 Q4	$259K	Buy	+1,526	New	+$226K	0.11%	79

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BT Wealth Management's UNP Position: Q1 2019 in Review

BT Wealth Management sold out of Union Pacific (UNP) in Q1 2019, closing a stake of 1,526 shares — an estimated $259K sold.

BT Wealth Management first reported a position in UNP in Q4 2018 and held it in 1 quarter. The position peaked at $259K in Q4 2018. 1,839 funds tracked by Wall St. Rank hold UNP as of Q1 2019.

BT Wealth Management reported no remaining Union Pacific position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 1,526 Union Pacific shares in Q1 2019, an estimated $259K.
BT Wealth Management first reported a position in Union Pacific in Q4 2018 and held it in 1 quarter.
BT Wealth Management's Union Pacific position peaked at $259K in Q4 2018.
1,839 funds tracked by Wall St. Rank held Union Pacific as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.