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Mountain Capital Investment Advisors’s Union Pacific UNP Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-218
Closed -$25K – 404
2017
Q3 		$25K Hold
218
– – 0.02% 164
2017
Q2 		$24K Buy
+218
New +$23.8K 0.02% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mountain Capital Investment Advisors's UNP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Union Pacific (UNP) in Q4 2017, closing a stake of 218 shares — an estimated $25K sold.

Mountain Capital Investment Advisors first reported a position in UNP in Q2 2017 and held it in 2 quarters. The position peaked at $25K in Q3 2017. 1,612 funds tracked by Wall St. Rank hold UNP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Union Pacific position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 218 Union Pacific shares in Q4 2017, an estimated $25K.
  • Mountain Capital Investment Advisors first reported a position in Union Pacific in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Union Pacific position peaked at $25K in Q3 2017.
  • 1,612 funds tracked by Wall St. Rank held Union Pacific as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.