Hefty Wealth Partners’s Union Pacific UNP Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$8K	Hold	58	–	–	0.01%	192
2017 Q4	$8K	Hold	58	–	–	0.01%	194
2017 Q3	$7K	Hold	58	–	–	﹤0.01%	196
2017 Q2	$6K	Hold	58	–	–	﹤0.01%	188
2017 Q1	$6K	Hold	58	–	–	﹤0.01%	189
2016 Q4	$6K	Hold	58	–	–	0.01%	186
2016 Q3	$5K	Sell	58 -12,807	-100%	-$1.2M	﹤0.01%	197
2016 Q2	$1.12M	Buy	12,865 +195	+2%	+$16.5K	0.93%	39
2016 Q1	$1.01M	Buy	12,670 +12,612	+21,745%	+$975K	0.94%	38
2015 Q4	$4K	Buy	+58	New	+$4.98K	﹤0.01%	173

Other funds holding UNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Hefty Wealth Partners's UNP Position: Q1 2018 in Review

Hefty Wealth Partners held its Union Pacific (UNP) position steady in Q1 2018 at 58 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #192.

Hefty Wealth Partners first reported a position in UNP in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2016. 1,629 funds tracked by Wall St. Rank hold UNP as of Q1 2018.

Hefty Wealth Partners held 58 shares of Union Pacific worth $8K as of Q1 2018.
Hefty Wealth Partners left its Union Pacific share count unchanged in Q1 2018.
Union Pacific made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #192 holding.
Hefty Wealth Partners first reported a position in Union Pacific in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Union Pacific position peaked at $1.12M in Q2 2016.
1,629 funds tracked by Wall St. Rank held Union Pacific as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.