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Credential Securities’s Union Pacific UNP Stock Holding History

Credential Securities’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
Q2 		– Sell
-2,247
Closed -$179K – 262
2016
Q1 		$179K Buy
2,247
+141
+7% +$10.9K 0.1% 164
2015
Q4 		$165K Buy
2,106
+83
+4% +$7.12K 0.11% 149
2015
Q3 		$179K Buy
2,023
+525
+35% +$47.9K 0.12% 135
2015
Q2 		$143K Buy
+1,498
New +$156K 0.09% 151

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Credential Securities's UNP Position: Q2 2016 in Review

Credential Securities sold out of Union Pacific (UNP) in Q2 2016, closing a stake of 2,247 shares — an estimated $179K sold.

Credential Securities first reported a position in UNP in Q2 2015 and held it in 4 quarters. The position peaked at $179K in Q3 2015. 1,343 funds tracked by Wall St. Rank hold UNP as of Q2 2016.

  • Credential Securities reported no remaining Union Pacific position as of Q2 2016 after selling out during the quarter.
  • Credential Securities sold 2,247 Union Pacific shares in Q2 2016, an estimated $179K.
  • Credential Securities first reported a position in Union Pacific in Q2 2015 and held it in 4 quarters.
  • Credential Securities's Union Pacific position peaked at $179K in Q3 2015.
  • 1,343 funds tracked by Wall St. Rank held Union Pacific as of Q2 2016.

Based on Credential Securities's 13F filing for Q2 2016, filed 21 Jul 2025.