Douglas C. Lane & Associates’s Union Pacific UNP Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$312K	Buy	3,990 +707	+22%	+$60.7K	0.01%	190
2015 Q3	$290K	Buy	3,283 +236	+8%	+$21.5K	0.01%	200
2015 Q2	$291K	Buy	3,047 +28	+0.9%	+$2.92K	0.01%	200
2015 Q1	$327K	Sell	3,019 -183	-6%	-$21.5K	0.01%	196
2014 Q4	$381K	Sell	3,202 -931	-23%	-$107K	0.01%	184
2014 Q3	$448K	Buy	4,133 +1,600	+63%	+$166K	0.01%	164
2014 Q2	$253K	Sell	2,533 -27	-1%	-$2.62K	0.01%	189
2014 Q1	$240K	Sell	2,560 -282	-10%	-$25K	0.01%	191
2013 Q4	$239K	Buy	+2,842	New	+$225K	0.01%	181

Other funds holding UNP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Douglas C. Lane & Associates's UNP Position: Q4 2015 in Review

Douglas C. Lane & Associates increased its Union Pacific (UNP) stake by 22% in Q4 2015, buying an estimated $60.7K and bringing the position to 3,990 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #190.

Douglas C. Lane & Associates first reported a position in UNP in Q4 2013 and has held it in 9 quarters since. The position peaked at $448K in Q3 2014. 1,343 funds tracked by Wall St. Rank hold UNP as of Q4 2015.

Douglas C. Lane & Associates held 3,990 shares of Union Pacific worth $312K as of Q4 2015.
Douglas C. Lane & Associates bought 707 Union Pacific shares in Q4 2015, an estimated $60.7K.
Union Pacific made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #190 holding.
Douglas C. Lane & Associates first reported a position in Union Pacific in Q4 2013 and has held it in 9 quarters since.
Douglas C. Lane & Associates's Union Pacific position peaked at $448K in Q3 2014.
1,343 funds tracked by Wall St. Rank held Union Pacific as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.