Long Wharf Investors’s Union Pacific UNP Stock Holding History

Long Wharf Investors’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	$934K	Buy	9,364 +180	+2%	+$17.4K	0.73%	37
2014 Q1	$862K	Buy	9,184 +188	+2%	+$16.7K	0.74%	38
2013 Q4	$756K	Buy	8,996 +160	+2%	+$12.7K	0.68%	35
2013 Q3	$686K	Buy	8,836 +4,324	+96%	+$342K	0.65%	37
2013 Q2	$348K	Buy	+4,512	New	+$340K	0.34%	87

Other funds holding UNP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Long Wharf Investors's UNP Position: Q2 2014 in Review

Long Wharf Investors increased its Union Pacific (UNP) stake by 2% in Q2 2014, buying an estimated $17.4K and bringing the position to 9,364 shares worth $934K. The position accounts for 0.73% of the portfolio, ranked #37.

Long Wharf Investors first reported a position in UNP in Q2 2013 and has held it in 5 quarters since. 1,272 funds tracked by Wall St. Rank hold UNP as of Q2 2014.

Long Wharf Investors held 9,364 shares of Union Pacific worth $934K as of Q2 2014.
Long Wharf Investors bought 180 Union Pacific shares in Q2 2014, an estimated $17.4K.
Union Pacific made up 0.73% of Long Wharf Investors's portfolio in Q2 2014, its #37 holding.
Long Wharf Investors first reported a position in Union Pacific in Q2 2013 and has held it in 5 quarters since.
1,272 funds tracked by Wall St. Rank held Union Pacific as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.