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Edge Advisors’s Union Pacific UNP Stock Holding History

Edge 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
2018
Q2 		$839K Buy
5,924
+119
+2% +$16.6K 0.08% 177
2018
Q1 		$780K Sell
5,805
-131
-2% -$17.6K 0.07% 184
2017
Q4 		$796K Sell
5,936
-610
-9% -$73.6K 0.08% 179
2017
Q3 		$759K Sell
6,546
-773
-11% -$82.9K 0.08% 172
2017
Q2 		$797K Buy
7,319
+108
+1% +$11.8K 0.09% 172
2017
Q1 		$763K Sell
7,211
-186
-3% -$19.8K 0.09% 178
2016
Q4 		$766K Buy
+7,397
New +$727K 0.1% 171

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edge Advisors's UNP Position: Q2 2018 in Review

Edge Advisors increased its Union Pacific (UNP) stake by 2% in Q2 2018, buying an estimated $16.6K and bringing the position to 5,924 shares worth $839K. The position accounts for 0.08% of the portfolio, ranked #177.

Edge Advisors first reported a position in UNP in Q4 2016 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold UNP as of Q2 2018.

  • Edge Advisors held 5,924 shares of Union Pacific worth $839K as of Q2 2018.
  • Edge Advisors bought 119 Union Pacific shares in Q2 2018, an estimated $16.6K.
  • Union Pacific made up 0.08% of Edge Advisors's portfolio in Q2 2018, its #177 holding.
  • Edge Advisors first reported a position in Union Pacific in Q4 2016 and has held it in 7 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Union Pacific as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.