Clearwater Capital Advisors’s Union Pacific UNP Stock Holding History

Clearwater Capital Advisors’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 Q2	–	Sell	-1,380	Closed	-$186K	–	533
2018 Q1	$186K	Buy	+1,380	New	+$186K	0.04%	186

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

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

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

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

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

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

Clearwater Capital Advisors's UNP Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Union Pacific (UNP) in Q2 2018, closing a stake of 1,380 shares — an estimated $186K sold.

Clearwater Capital Advisors first reported a position in UNP in Q1 2018 and held it in 1 quarter. The position peaked at $186K in Q1 2018. 1,656 funds tracked by Wall St. Rank hold UNP as of Q2 2018.

Clearwater Capital Advisors reported no remaining Union Pacific position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 1,380 Union Pacific shares in Q2 2018, an estimated $186K.
Clearwater Capital Advisors first reported a position in Union Pacific in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Union Pacific position peaked at $186K in Q1 2018.
1,656 funds tracked by Wall St. Rank held Union Pacific as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.