IPC
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Independent Portfolio Consultants’s Union Pacific UNP Stock Holding History

Independent Portfolio Consultants’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
Q2 		$1.38M Sell
12,691
-154
-1% -$16.8K 0.57% 29
2017
Q1 		$1.36M Buy
12,845
+2,595
+25% +$277K 0.47% 42
2016
Q4 		$1.06M Sell
10,250
-260
-2% -$25.6K 0.35% 79
2016
Q3 		$1.02M Sell
10,510
-595
-5% -$55.6K 0.32% 93
2016
Q2 		$969K Buy
11,105
+10,675
+2,483% +$903K 0.31% 94
2016
Q1 		$34K Sell
430
-110
-20% -$8.5K 0.01% 621
2015
Q4 		$42K Hold
540
– – 0.01% 597
2015
Q3 		$48K Sell
540
-110
-17% -$10K 0.01% 586
2015
Q2 		$62K Sell
650
-296
-31% -$30.9K 0.01% 590
2015
Q1 		$102K Sell
946
-294
-24% -$34.5K 0.02% 475
2014
Q4 		$148K Buy
1,240
+170
+16% +$19.5K 0.03% 425
2014
Q3 		$116K Buy
1,070
+170
+19% +$17.6K 0.03% 525
2014
Q2 		$90K Buy
+900
New +$87.2K 0.03% 542

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Independent Portfolio Consultants's UNP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Union Pacific (UNP) stake by 1.2% in Q2 2017, selling an estimated $16.8K and leaving 12,691 shares worth $1.38M. The position accounts for 0.57% of the portfolio, ranked #29.

Independent Portfolio Consultants first reported a position in UNP in Q2 2014 and has held it in 13 quarters since. 1,463 funds tracked by Wall St. Rank hold UNP as of Q2 2017.

  • Independent Portfolio Consultants held 12,691 shares of Union Pacific worth $1.38M as of Q2 2017.
  • Independent Portfolio Consultants sold 154 Union Pacific shares in Q2 2017, an estimated $16.8K.
  • Union Pacific made up 0.57% of Independent Portfolio Consultants's portfolio in Q2 2017, its #29 holding.
  • Independent Portfolio Consultants first reported a position in Union Pacific in Q2 2014 and has held it in 13 quarters since.
  • 1,463 funds tracked by Wall St. Rank held Union Pacific as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.