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Dumont & Blake Investment Advisors’s Union Pacific UNP Stock Holding History

Dumont & Blake Investment 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
Q2 		– Sell
-1,500
Closed -$251K – 191
2019
Q1 		$251K Buy
+1,500
New +$241K 0.11% 155

Other funds holding UNP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dumont & Blake Investment Advisors's UNP Position: Q2 2019 in Review

Dumont & Blake Investment Advisors sold out of Union Pacific (UNP) in Q2 2019, closing a stake of 1,500 shares — an estimated $251K sold.

Dumont & Blake Investment Advisors first reported a position in UNP in Q1 2019 and held it in 1 quarter. The position peaked at $251K in Q1 2019. 1,851 funds tracked by Wall St. Rank hold UNP as of Q2 2019.

  • Dumont & Blake Investment Advisors reported no remaining Union Pacific position as of Q2 2019 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 1,500 Union Pacific shares in Q2 2019, an estimated $251K.
  • Dumont & Blake Investment Advisors first reported a position in Union Pacific in Q1 2019 and held it in 1 quarter.
  • Dumont & Blake Investment Advisors's Union Pacific position peaked at $251K in Q1 2019.
  • 1,851 funds tracked by Wall St. Rank held Union Pacific as of Q2 2019.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.