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McNamara Financial Services’s Union Pacific UNP Stock Holding History

McNamara Financial Services’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
-100
Closed -$12K – 159
2014
Q4 		$12K Buy
+100
New +$11.5K 0.01% 136

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

McNamara Financial Services's UNP Position: Q1 2015 in Review

McNamara Financial Services sold out of Union Pacific (UNP) in Q1 2015, closing a stake of 100 shares — an estimated $12K sold.

McNamara Financial Services first reported a position in UNP in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 1,397 funds tracked by Wall St. Rank hold UNP as of Q1 2015.

  • McNamara Financial Services reported no remaining Union Pacific position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 100 Union Pacific shares in Q1 2015, an estimated $12K.
  • McNamara Financial Services first reported a position in Union Pacific in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Union Pacific position peaked at $12K in Q4 2014.
  • 1,397 funds tracked by Wall St. Rank held Union Pacific as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.