Miles Capital’s Union Pacific UNP Stock Holding History

Miles Capital’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	–	Sell	-2,509	Closed	-$355K	–	207
2018 Q2	$355K	Sell	2,509 -30	-1%	-$4.18K	0.22%	88
2018 Q1	$341K	Buy	2,539 +554	+28%	+$74.5K	0.19%	94
2017 Q4	$266K	Sell	1,985 -14	-0.7%	-$1.69K	0.15%	116
2017 Q3	$232K	Sell	1,999 -283	-12%	-$30.4K	0.13%	143
2017 Q2	$249K	Buy	2,282 +59	+3%	+$6.43K	0.13%	138
2017 Q1	$235K	Buy	+2,223	New	+$237K	0.13%	154
2015 Q2	–	Sell	-8,146	Closed	-$882K	–	183
2015 Q1	$882K	Sell	8,146 -49	-0.6%	-$5.75K	0.52%	49
2014 Q4	$976K	Buy	8,195 +414	+5%	+$47.5K	0.53%	58
2014 Q3	$844K	Sell	7,781 -101	-1%	-$10.5K	0.45%	56
2014 Q2	$786K	Sell	7,882 -296	-4%	-$28.7K	0.4%	56
2014 Q1	$767K	Sell	8,178 -6,112	-43%	-$543K	0.4%	55
2013 Q4	$1.2M	Sell	14,290 -428	-3%	-$33.9K	0.59%	48
2013 Q3	$1.14M	Sell	14,718 -6,524	-31%	-$516K	0.65%	43
2013 Q2	$1.64M	Buy	+21,242	New	+$1.6M	0.76%	36

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Miles Capital's UNP Position: Q3 2018 in Review

Miles Capital sold out of Union Pacific (UNP) in Q3 2018, closing a stake of 2,509 shares — an estimated $355K sold.

Miles Capital first reported a position in UNP in Q2 2013 and held it in 14 quarters. The position peaked at $1.64M in Q2 2013. 1,684 funds tracked by Wall St. Rank hold UNP as of Q3 2018.

Miles Capital reported no remaining Union Pacific position as of Q3 2018 after selling out during the quarter.
Miles Capital sold 2,509 Union Pacific shares in Q3 2018, an estimated $355K.
Miles Capital first reported a position in Union Pacific in Q2 2013 and held it in 14 quarters.
Miles Capital's Union Pacific position peaked at $1.64M in Q2 2013.
1,684 funds tracked by Wall St. Rank held Union Pacific as of Q3 2018.

Based on Miles Capital's 13F filing for Q3 2018, filed 13 Nov 2018.