Gary Goldberg Planning Services’s Union Pacific UNP Stock Holding History

Gary Goldberg Planning Services’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 Q4	$124K	Sell	1,042 -14	-1%	-$1.61K	0.05%	133
2014 Q3	$114K	Buy	1,056 +916	+654%	+$94.8K	0.05%	139
2014 Q2	$14K	Buy	140 +138	+6,900%	+$13.4K	0.01%	323
2014 Q1	$0	Buy	+2	New	+$178	﹤0.01%	447

Other funds holding UNP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

JHIU

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

Gary Goldberg Planning Services's UNP Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Union Pacific (UNP) stake by 1.3% in Q4 2014, selling an estimated $1.61K and leaving 1,042 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #133.

Gary Goldberg Planning Services first reported a position in UNP in Q1 2014 and has held it in 4 quarters since. 1,390 funds tracked by Wall St. Rank hold UNP as of Q4 2014.

Gary Goldberg Planning Services held 1,042 shares of Union Pacific worth $124K as of Q4 2014.
Gary Goldberg Planning Services sold 14 Union Pacific shares in Q4 2014, an estimated $1.61K.
Union Pacific made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #133 holding.
Gary Goldberg Planning Services first reported a position in Union Pacific in Q1 2014 and has held it in 4 quarters since.
1,390 funds tracked by Wall St. Rank held Union Pacific as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.