Mar Vista Investment Partners’s Union Pacific UNP Stock Holding History

Mar Vista Investment Partners’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 Q3	–	Sell	-10,331	Closed	-$901K	–	57
2016 Q2	$901K	Hold	10,331	–	–	0.05%	35
2016 Q1	$822K	Hold	10,331	–	–	0.05%	37
2015 Q4	$808K	Hold	10,331	–	–	0.05%	38
2015 Q3	$913K	Sell	10,331 -650,975	-98%	-$59.4M	0.05%	35
2015 Q2	$63.1M	Buy	661,306 +497,710	+304%	+$51.9M	3.47%	16
2015 Q1	$17.7M	Sell	163,596 -5,906	-3%	-$693K	1.01%	28
2014 Q4	$20.2M	Buy	169,502 +7,718	+5%	+$886K	1.18%	26
2014 Q3	$17.5M	Sell	161,784 -5,020	-3%	-$520K	1.08%	27
2014 Q2	$16.6M	Sell	166,804 -56,894	-25%	-$5.51M	1.03%	33
2014 Q1	$21M	Buy	223,698 +9,418	+4%	+$836K	1.21%	33
2013 Q4	$18M	Sell	214,280 -7,620	-3%	-$603K	1.05%	35
2013 Q3	$17.2M	Buy	221,900 +6,500	+3%	+$514K	1.18%	30
2013 Q2	$16.6M	Buy	+215,400	New	+$16.2M	1.08%	27

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mar Vista Investment Partners's UNP Position: Q3 2016 in Review

Mar Vista Investment Partners sold out of Union Pacific (UNP) in Q3 2016, closing a stake of 10,331 shares — an estimated $901K sold.

Mar Vista Investment Partners first reported a position in UNP in Q2 2013 and held it in 13 quarters. The position peaked at $63.1M in Q2 2015. 1,355 funds tracked by Wall St. Rank hold UNP as of Q3 2016.

Mar Vista Investment Partners reported no remaining Union Pacific position as of Q3 2016 after selling out during the quarter.
Mar Vista Investment Partners sold 10,331 Union Pacific shares in Q3 2016, an estimated $901K.
Mar Vista Investment Partners first reported a position in Union Pacific in Q2 2013 and held it in 13 quarters.
Mar Vista Investment Partners's Union Pacific position peaked at $63.1M in Q2 2015.
1,355 funds tracked by Wall St. Rank held Union Pacific as of Q3 2016.

Based on Mar Vista Investment Partners's 13F filing for Q3 2016, filed 2 Nov 2016.