Cypress Wealth Advisors’s Union Pacific UNP Stock Holding History

Cypress Wealth 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
2019 Q1	$1.17M	Sell	7,019 -9	-0.1%	-$1.45K	1.34%	29
2018 Q4	$971K	Buy	7,028 +12	+0.2%	+$1.78K	1.33%	29
2018 Q3	$1.14M	Buy	7,016 +14	+0.2%	+$2.11K	1.2%	34
2018 Q2	$992K	Sell	7,002 -492	-7%	-$68.6K	1.07%	34
2018 Q1	$1.01M	Hold	7,494	–	–	1.09%	32
2017 Q4	$1M	Buy	7,494 +439	+6%	+$52.9K	0.96%	37
2017 Q3	$818K	Sell	7,055 -102	-1%	-$10.9K	1.32%	21
2017 Q2	$779K	Sell	7,157 -1,476	-17%	-$161K	0.91%	30
2017 Q1	$914K	Buy	8,633 +51	+0.6%	+$5.44K	0.42%	53
2016 Q4	$890K	Buy	8,582 +108	+1%	+$10.6K	0.41%	55
2016 Q3	$826K	Buy	+8,474	New	+$793K	0.37%	59

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

Cypress Wealth Advisors's UNP Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Union Pacific (UNP) stake by 0.13% in Q1 2019, selling an estimated $1.45K and leaving 7,019 shares worth $1.17M. The position accounts for 1.34% of the portfolio, ranked #29.

Cypress Wealth Advisors first reported a position in UNP in Q3 2016 and has held it in 11 quarters since. 1,839 funds tracked by Wall St. Rank hold UNP as of Q1 2019.

Cypress Wealth Advisors held 7,019 shares of Union Pacific worth $1.17M as of Q1 2019.
Cypress Wealth Advisors sold 9 Union Pacific shares in Q1 2019, an estimated $1.45K.
Union Pacific made up 1.34% of Cypress Wealth Advisors's portfolio in Q1 2019, its #29 holding.
Cypress Wealth Advisors first reported a position in Union Pacific in Q3 2016 and has held it in 11 quarters since.
1,839 funds tracked by Wall St. Rank held Union Pacific as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.