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Mariner Wealth Advisors (Cincinnati)’s Union Pacific UNP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$685K Buy
4,205
+1,039
+33% +$156K 0.04% 160
2018
Q2 		$449K Sell
3,166
-479
-13% -$66.8K 0.03% 207
2018
Q1 		$490K Sell
3,645
-64
-2% -$8.61K 0.03% 194
2017
Q4 		$497K Buy
3,709
+583
+19% +$70.3K 0.03% 183
2017
Q3 		$363K Sell
3,126
-45
-1% -$4.83K 0.02% 201
2017
Q2 		$345K Sell
3,171
-210
-6% -$22.9K 0.02% 202
2017
Q1 		$358K Sell
3,381
-84
-2% -$8.96K 0.03% 203
2016
Q4 		$359K Buy
3,465
+182
+6% +$17.9K 0.03% 191
2016
Q3 		$320K Buy
3,283
+541
+20% +$50.6K 0.03% 204
2016
Q2 		$239K Buy
2,742
+80
+3% +$6.76K 0.02% 229
2016
Q1 		$212K Sell
2,662
-26
-1% -$2.01K 0.02% 226
2015
Q4 		$210K Buy
+2,688
New +$231K 0.02% 228
2015
Q1 		$244K Buy
2,252
+14
+0.6% +$1.64K 0.03% 158
2014
Q4 		$267K Buy
2,238
+343
+18% +$39.4K 0.04% 155
2014
Q3 		$205K Buy
+1,895
New +$196K 0.03% 155

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s UNP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Union Pacific (UNP) stake by 33% in Q3 2018, buying an estimated $156K and bringing the position to 4,205 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #160.

Mariner Wealth Advisors (Cincinnati) first reported a position in UNP in Q3 2014 and has held it in 15 quarters since. 1,684 funds tracked by Wall St. Rank hold UNP as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 4,205 shares of Union Pacific worth $685K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 1,039 Union Pacific shares in Q3 2018, an estimated $156K.
  • Union Pacific made up 0.04% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #160 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Union Pacific in Q3 2014 and has held it in 15 quarters since.
  • 1,684 funds tracked by Wall St. Rank held Union Pacific as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.