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Mader & Shannon Wealth Management’s Union Pacific UNP Stock Holding History

Mader & Shannon Wealth Management’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
2015
Q1 		– Sell
-39,615
Closed -$4.72M – 30
2014
Q4 		$4.72M Buy
+39,615
New +$4.55M 3.18% 14

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mader & Shannon Wealth Management's UNP Position: Q1 2015 in Review

Mader & Shannon Wealth Management sold out of Union Pacific (UNP) in Q1 2015, closing a stake of 39,615 shares — an estimated $4.72M sold.

Mader & Shannon Wealth Management first reported a position in UNP in Q4 2014 and held it in 1 quarter. The position peaked at $4.72M in Q4 2014. 1,397 funds tracked by Wall St. Rank hold UNP as of Q1 2015.

  • Mader & Shannon Wealth Management reported no remaining Union Pacific position as of Q1 2015 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 39,615 Union Pacific shares in Q1 2015, an estimated $4.72M.
  • Mader & Shannon Wealth Management first reported a position in Union Pacific in Q4 2014 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's Union Pacific position peaked at $4.72M in Q4 2014.
  • 1,397 funds tracked by Wall St. Rank held Union Pacific as of Q1 2015.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.