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LifePlan Financial Group’s Union Pacific UNP Stock Holding History

LifePlan Financial Group’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
2014
Q2 		– Sell
-200
Closed -$19K – 208
2014
Q1 		$19K Buy
+200
New +$17.8K 0.02% 154

Other funds holding UNP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LifePlan Financial Group's UNP Position: Q2 2014 in Review

LifePlan Financial Group sold out of Union Pacific (UNP) in Q2 2014, closing a stake of 200 shares — an estimated $19K sold.

LifePlan Financial Group first reported a position in UNP in Q1 2014 and held it in 1 quarter. The position peaked at $19K in Q1 2014. 1,272 funds tracked by Wall St. Rank hold UNP as of Q2 2014.

  • LifePlan Financial Group reported no remaining Union Pacific position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 200 Union Pacific shares in Q2 2014, an estimated $19K.
  • LifePlan Financial Group first reported a position in Union Pacific in Q1 2014 and held it in 1 quarter.
  • LifePlan Financial Group's Union Pacific position peaked at $19K in Q1 2014.
  • 1,272 funds tracked by Wall St. Rank held Union Pacific as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.