EWM
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Elite Wealth Management’s Union Pacific UNP Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-12,440
Closed -$1.04M – 650
2013
Q4 		$1.04M Buy
+12,440
New +$985K 0.76% 38

Other funds holding UNP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elite Wealth Management's UNP Position: Q1 2014 in Review

Elite Wealth Management sold out of Union Pacific (UNP) in Q1 2014, closing a stake of 12,440 shares — an estimated $1.04M sold.

Elite Wealth Management first reported a position in UNP in Q4 2013 and held it in 1 quarter. The position peaked at $1.04M in Q4 2013. 1,242 funds tracked by Wall St. Rank hold UNP as of Q1 2014.

  • Elite Wealth Management reported no remaining Union Pacific position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 12,440 Union Pacific shares in Q1 2014, an estimated $1.04M.
  • Elite Wealth Management first reported a position in Union Pacific in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Union Pacific position peaked at $1.04M in Q4 2013.
  • 1,242 funds tracked by Wall St. Rank held Union Pacific as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.