CT Financial Advisors’s Union Pacific UNP Stock Holding History

CT Financial 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
2017 Q1	$21.2K	Hold	200	–	–	0.01%	356
2016 Q4	$20.7K	Hold	200	–	–	0.01%	349
2016 Q3	$19.5K	Hold	200	–	–	0.01%	358
2016 Q2	$17.4K	Hold	200	–	–	0.01%	367
2016 Q1	$15.9K	Hold	200	–	–	0.01%	398
2015 Q4	$15.6K	Hold	200	–	–	0.01%	409
2015 Q3	$17.7K	Hold	200	–	–	0.01%	392
2015 Q2	$19.1K	Hold	200	–	–	0.01%	400
2015 Q1	$21.7K	Sell	200 -400	-67%	-$46.9K	0.01%	381
2014 Q4	$71.5K	Buy	+600	New	+$68.9K	0.05%	203
2014 Q1	$21.7K	Buy	+400	New	+$35.5K	0.01%	381

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CT Financial Advisors's UNP Position: Q1 2017 in Review

CT Financial Advisors held its Union Pacific (UNP) position steady in Q1 2017 at 200 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #356.

CT Financial Advisors first reported a position in UNP in Q1 2014 and has held it in 11 quarters since. The position peaked at $71.5K in Q4 2014. 1,460 funds tracked by Wall St. Rank hold UNP as of Q1 2017.

CT Financial Advisors held 200 shares of Union Pacific worth $21.2K as of Q1 2017.
CT Financial Advisors left its Union Pacific share count unchanged in Q1 2017.
Union Pacific made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #356 holding.
CT Financial Advisors first reported a position in Union Pacific in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Union Pacific position peaked at $71.5K in Q4 2014.
1,460 funds tracked by Wall St. Rank held Union Pacific as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.