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McAdams Wright Ragen’s Union Pacific UNP Stock Holding History

McAdams Wright Ragen’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
Q3 		$3.42M Buy
31,580
+476
+2% +$49.3K 0.19% 114
2014
Q2 		$3.1M Buy
31,104
+16,242
+109% +$1.57M 0.17% 115
2014
Q1 		$1.39M Sell
14,862
-2,206
-13% -$196K 0.09% 161
2013
Q4 		$1.43M Sell
17,068
-690
-4% -$54.6K 0.09% 158
2013
Q3 		$1.38M Buy
17,758
+1,642
+10% +$130K 0.11% 138
2013
Q2 		$1.24M Buy
+16,116
New +$1.21M 0.1% 155

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
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

McAdams Wright Ragen's UNP Position: Q3 2014 in Review

McAdams Wright Ragen increased its Union Pacific (UNP) stake by 1.5% in Q3 2014, buying an estimated $49.3K and bringing the position to 31,580 shares worth $3.42M. The position accounts for 0.19% of the portfolio, ranked #114.

McAdams Wright Ragen first reported a position in UNP in Q2 2013 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold UNP as of Q3 2014.

  • McAdams Wright Ragen held 31,580 shares of Union Pacific worth $3.42M as of Q3 2014.
  • McAdams Wright Ragen bought 476 Union Pacific shares in Q3 2014, an estimated $49.3K.
  • Union Pacific made up 0.19% of McAdams Wright Ragen's portfolio in Q3 2014, its #114 holding.
  • McAdams Wright Ragen first reported a position in Union Pacific in Q2 2013 and has held it in 6 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Union Pacific as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.