Integrated Wealth Counsel’s Union Pacific UNP Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$829K	Buy	+8,000	New	+$787K	1.78%	12

Other funds holding UNP

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

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

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

BIT

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's UNP Position: Q4 2016 in Review

Integrated Wealth Counsel opened a new position in Union Pacific (UNP) in Q4 2016: 8,000 shares worth $829K. The stake represents 1.78% of the portfolio and ranks #12 among its holdings.

1,427 funds tracked by Wall St. Rank hold UNP as of Q4 2016.

Integrated Wealth Counsel held 8,000 shares of Union Pacific worth $829K as of Q4 2016.
Union Pacific was a new Integrated Wealth Counsel position in Q4 2016.
Union Pacific made up 1.78% of Integrated Wealth Counsel's portfolio in Q4 2016, its #12 holding.
1,427 funds tracked by Wall St. Rank held Union Pacific as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.