Financial Life Advisors’s Union Pacific UNP Stock Holding History

Financial Life 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 Q1	–	Sell	-1,642	Closed	-$220K	–	50
2017 Q4	$220K	Buy	+1,642	New	+$198K	0.18%	49

Other funds holding UNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Life Advisors's UNP Position: Q1 2018 in Review

Financial Life Advisors sold out of Union Pacific (UNP) in Q1 2018, closing a stake of 1,642 shares — an estimated $220K sold.

Financial Life Advisors first reported a position in UNP in Q4 2017 and held it in 1 quarter. The position peaked at $220K in Q4 2017. 1,629 funds tracked by Wall St. Rank hold UNP as of Q1 2018.

Financial Life Advisors reported no remaining Union Pacific position as of Q1 2018 after selling out during the quarter.
Financial Life Advisors sold 1,642 Union Pacific shares in Q1 2018, an estimated $220K.
Financial Life Advisors first reported a position in Union Pacific in Q4 2017 and held it in 1 quarter.
Financial Life Advisors's Union Pacific position peaked at $220K in Q4 2017.
1,629 funds tracked by Wall St. Rank held Union Pacific as of Q1 2018.

Based on Financial Life Advisors's 13F filing for Q1 2018, filed 9 May 2018.