FCM Investments’s Union Pacific UNP Stock Holding History

FCM Investments’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
2017 Q4	$89K	Hold	666	–	–	0.13%	18
2017 Q3	$77K	Sell	666 -2,100	-76%	-$225K	0.09%	22
2017 Q2	$301K	Hold	2,766	–	–	0.23%	42
2017 Q1	$293K	Hold	2,766	–	–	0.18%	51
2016 Q4	$287K	Hold	2,766	–	–	0.17%	52
2016 Q3	$270K	Buy	2,766 +500	+22%	+$46.8K	0.15%	56
2016 Q2	$198K	Hold	2,266	–	–	0.12%	55
2016 Q1	$180K	Sell	2,266 -500	-18%	-$38.7K	0.1%	57
2015 Q4	$216K	Buy	2,766 +500	+22%	+$42.9K	0.11%	59
2015 Q3	$200K	Hold	2,266	–	–	0.1%	58
2015 Q2	$216K	Hold	2,266	–	–	0.1%	59
2015 Q1	$245K	Hold	2,266	–	–	0.12%	54
2014 Q4	$270K	Hold	2,266	–	–	0.13%	54
2014 Q3	$246K	Hold	2,266	–	–	0.11%	53
2014 Q2	$226K	Hold	2,266	–	–	0.1%	58
2014 Q1	$213K	Hold	2,266	–	–	0.09%	57
2013 Q4	$190K	Hold	2,266	–	–	0.08%	62
2013 Q3	$176K	Hold	2,266	–	–	0.07%	62
2013 Q2	$175K	Buy	+2,266	New	+$171K	0.08%	64

Other funds holding UNP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FCM Investments's UNP Position: Q4 2017 in Review

FCM Investments held its Union Pacific (UNP) position steady in Q4 2017 at 666 shares worth $89K. The position accounts for 0.13% of the portfolio, ranked #18.

FCM Investments first reported a position in UNP in Q2 2013 and has held it in 19 quarters since. The position peaked at $301K in Q2 2017. 1,613 funds tracked by Wall St. Rank hold UNP as of Q4 2017.

FCM Investments held 666 shares of Union Pacific worth $89K as of Q4 2017.
FCM Investments left its Union Pacific share count unchanged in Q4 2017.
Union Pacific made up 0.13% of FCM Investments's portfolio in Q4 2017, its #18 holding.
FCM Investments first reported a position in Union Pacific in Q2 2013 and has held it in 19 quarters since.
FCM Investments's Union Pacific position peaked at $301K in Q2 2017.
1,613 funds tracked by Wall St. Rank held Union Pacific as of Q4 2017.

Based on FCM Investments's 13F filing for Q4 2017, filed 17 Jan 2018.