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Forward Management’s Union Pacific UNP Stock Holding History

Forward 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
2013
Q3 		– Sell
-8,000
Closed -$626K – 379
2013
Q2 		$626K Buy
+8,000
New +$603K 0.05% 182

Other funds holding UNP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forward Management's UNP Position: Q3 2013 in Review

Forward Management sold out of Union Pacific (UNP) in Q3 2013, closing a stake of 8,000 shares — an estimated $626K sold.

Forward Management first reported a position in UNP in Q2 2013 and held it in 1 quarter. The position peaked at $626K in Q2 2013. 1,126 funds tracked by Wall St. Rank hold UNP as of Q3 2013.

  • Forward Management reported no remaining Union Pacific position as of Q3 2013 after selling out during the quarter.
  • Forward Management sold 8,000 Union Pacific shares in Q3 2013, an estimated $626K.
  • Forward Management first reported a position in Union Pacific in Q2 2013 and held it in 1 quarter.
  • Forward Management's Union Pacific position peaked at $626K in Q2 2013.
  • 1,126 funds tracked by Wall St. Rank held Union Pacific as of Q3 2013.

Based on Forward Management's 13F filing for Q3 2013, filed 6 Nov 2013.