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Independence Trust’s Union Pacific UNP Stock Holding History

Independence Trust’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
2017
Q1 		– Sell
-2,337
Closed -$242K – 84
2016
Q4 		$242K Hold
2,337
– – 0.33% 66
2016
Q3 		$228K Buy
+2,337
New +$219K 0.37% 47

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independence Trust's UNP Position: Q1 2017 in Review

Independence Trust sold out of Union Pacific (UNP) in Q1 2017, closing a stake of 2,337 shares — an estimated $242K sold.

Independence Trust first reported a position in UNP in Q3 2016 and held it in 2 quarters. The position peaked at $242K in Q4 2016. 1,461 funds tracked by Wall St. Rank hold UNP as of Q1 2017.

  • Independence Trust reported no remaining Union Pacific position as of Q1 2017 after selling out during the quarter.
  • Independence Trust sold 2,337 Union Pacific shares in Q1 2017, an estimated $242K.
  • Independence Trust first reported a position in Union Pacific in Q3 2016 and held it in 2 quarters.
  • Independence Trust's Union Pacific position peaked at $242K in Q4 2016.
  • 1,461 funds tracked by Wall St. Rank held Union Pacific as of Q1 2017.

Based on Independence Trust's 13F filing for Q1 2017, filed 9 May 2017.