Gupta Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$1.44M Buy
18,112
+5,085
+39% +$393K 0.34% 71
2015
Q4
$1.02M Sell
13,027
-7,814
-37% -$670K 0.26% 88
2015
Q3
$1.84M Buy
20,841
+5,851
+39% +$534K 0.45% 54
2015
Q2
$1.43M Buy
14,990
+8,827
+143% +$920K 0.35% 67
2015
Q1
$668K Buy
+6,163
New +$723K 0.2% 102

Other funds holding UNP

Gupta Wealth Management's UNP Position: Q1 2016 in Review

Gupta Wealth Management increased its Union Pacific (UNP) stake by 39% in Q1 2016, buying an estimated $393K and bringing the position to 18,112 shares worth $1.44M. The position accounts for 0.34% of the portfolio, ranked #71.

Gupta Wealth Management first reported a position in UNP in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.84M in Q3 2015. 1,337 funds tracked by Wall St. Rank hold UNP as of Q1 2016.

  • Gupta Wealth Management held 18,112 shares of Union Pacific worth $1.44M as of Q1 2016.
  • Gupta Wealth Management bought 5,085 Union Pacific shares in Q1 2016, an estimated $393K.
  • Union Pacific made up 0.34% of Gupta Wealth Management's portfolio in Q1 2016, its #71 holding.
  • Gupta Wealth Management first reported a position in Union Pacific in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Union Pacific position peaked at $1.84M in Q3 2015.
  • 1,337 funds tracked by Wall St. Rank held Union Pacific as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.