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Cetera Investment Management’s Union Pacific UNP Stock Holding History

Cetera Investment 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
Q1 		– Sell
-3,710
Closed -$290K – 160
2015
Q4 		$290K Buy
+3,710
New +$318K 0.12% 133

Other funds holding UNP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Cetera Investment Management's UNP Position: Q1 2016 in Review

Cetera Investment Management sold out of Union Pacific (UNP) in Q1 2016, closing a stake of 3,710 shares — an estimated $290K sold.

Cetera Investment Management first reported a position in UNP in Q4 2015 and held it in 1 quarter. The position peaked at $290K in Q4 2015. 1,336 funds tracked by Wall St. Rank hold UNP as of Q1 2016.

  • Cetera Investment Management reported no remaining Union Pacific position as of Q1 2016 after selling out during the quarter.
  • Cetera Investment Management sold 3,710 Union Pacific shares in Q1 2016, an estimated $290K.
  • Cetera Investment Management first reported a position in Union Pacific in Q4 2015 and held it in 1 quarter.
  • Cetera Investment Management's Union Pacific position peaked at $290K in Q4 2015.
  • 1,336 funds tracked by Wall St. Rank held Union Pacific as of Q1 2016.

Based on Cetera Investment Management's 13F filing for Q1 2016, filed 12 May 2016.