Ground Swell Capital’s Union Pacific UNP Stock Holding History

Ground Swell Capital’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 Q3	$196K	Buy	1,812 +794	+78%	+$82.2K	0.37%	43
2014 Q2	$102K	Buy	+1,018	New	+$98.6K	0.2%	52

Other funds holding UNP

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

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

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

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

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

BIT

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

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

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 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

Ground Swell Capital's UNP Position: Q3 2014 in Review

Ground Swell Capital increased its Union Pacific (UNP) stake by 78% in Q3 2014, buying an estimated $82.2K and bringing the position to 1,812 shares worth $196K. The position accounts for 0.37% of the portfolio, ranked #43.

Ground Swell Capital first reported a position in UNP in Q2 2014 and has held it in 2 quarters since. 1,297 funds tracked by Wall St. Rank hold UNP as of Q3 2014.

Ground Swell Capital held 1,812 shares of Union Pacific worth $196K as of Q3 2014.
Ground Swell Capital bought 794 Union Pacific shares in Q3 2014, an estimated $82.2K.
Union Pacific made up 0.37% of Ground Swell Capital's portfolio in Q3 2014, its #43 holding.
Ground Swell Capital first reported a position in Union Pacific in Q2 2014 and has held it in 2 quarters since.
1,297 funds tracked by Wall St. Rank held Union Pacific as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.