First Western Capital Management’s Union Pacific UNP Stock Holding History

First Western Capital 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
2015 Q2	–	Sell	-30,378	Closed	-$3.29M	–	126
2015 Q1	$3.29M	Sell	30,378 -417	-1%	-$48.9K	0.99%	39
2014 Q4	$3.67M	Buy	30,795 +2,383	+8%	+$274K	1.08%	34
2014 Q3	$3.08M	Buy	28,412 +311	+1%	+$32.2K	0.91%	41
2014 Q2	$2.8M	Buy	28,101 +5,441	+24%	+$527K	0.92%	39
2014 Q1	$2.13M	Buy	+22,660	New	+$2.01M	0.75%	48

Other funds holding UNP

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Western Capital Management's UNP Position: Q2 2015 in Review

First Western Capital Management sold out of Union Pacific (UNP) in Q2 2015, closing a stake of 30,378 shares — an estimated $3.29M sold.

First Western Capital Management first reported a position in UNP in Q1 2014 and held it in 5 quarters. The position peaked at $3.67M in Q4 2014. 1,376 funds tracked by Wall St. Rank hold UNP as of Q2 2015.

First Western Capital Management reported no remaining Union Pacific position as of Q2 2015 after selling out during the quarter.
First Western Capital Management sold 30,378 Union Pacific shares in Q2 2015, an estimated $3.29M.
First Western Capital Management first reported a position in Union Pacific in Q1 2014 and held it in 5 quarters.
First Western Capital Management's Union Pacific position peaked at $3.67M in Q4 2014.
1,376 funds tracked by Wall St. Rank held Union Pacific as of Q2 2015.

Based on First Western Capital Management's 13F filing for Q2 2015, filed 6 Aug 2015.