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New England Private Wealth Advisors’s Union Pacific UNP Stock Holding History

New England Private Wealth 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
2015
Q1 		– Sell
-1,803
Closed -$214K – 114
2014
Q4 		$214K Buy
+1,803
New +$207K 0.08% 98

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $609B AUM 40.19% 1-Year Est. Return

New England Private Wealth Advisors's UNP Position: Q1 2015 in Review

New England Private Wealth Advisors sold out of Union Pacific (UNP) in Q1 2015, closing a stake of 1,803 shares — an estimated $214K sold.

New England Private Wealth Advisors first reported a position in UNP in Q4 2014 and held it in 1 quarter. The position peaked at $214K in Q4 2014. 1,398 funds tracked by Wall St. Rank hold UNP as of Q1 2015.

  • New England Private Wealth Advisors reported no remaining Union Pacific position as of Q1 2015 after selling out during the quarter.
  • New England Private Wealth Advisors sold 1,803 Union Pacific shares in Q1 2015, an estimated $214K.
  • New England Private Wealth Advisors first reported a position in Union Pacific in Q4 2014 and held it in 1 quarter.
  • New England Private Wealth Advisors's Union Pacific position peaked at $214K in Q4 2014.
  • 1,398 funds tracked by Wall St. Rank held Union Pacific as of Q1 2015.

Based on New England Private Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.