NPP
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New Potomac Partners’s Union Pacific UNP Stock Holding History

New Potomac Partners’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
2019
Q1 		– Sell
-920
Closed -$127K – 155
2018
Q4 		$127K Hold
920
– – 0.14% 75
2018
Q3 		$150K Hold
920
– – 0.14% 66
2018
Q2 		$130K Hold
920
– – 0.13% 72
2018
Q1 		$124K Hold
920
– – 0.12% 73
2017
Q4 		$123K Buy
+920
New +$111K 0.12% 75

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Potomac Partners's UNP Position: Q1 2019 in Review

New Potomac Partners sold out of Union Pacific (UNP) in Q1 2019, closing a stake of 920 shares — an estimated $127K sold.

New Potomac Partners first reported a position in UNP in Q4 2017 and held it in 5 quarters. The position peaked at $150K in Q3 2018. 1,839 funds tracked by Wall St. Rank hold UNP as of Q1 2019.

  • New Potomac Partners reported no remaining Union Pacific position as of Q1 2019 after selling out during the quarter.
  • New Potomac Partners sold 920 Union Pacific shares in Q1 2019, an estimated $127K.
  • New Potomac Partners first reported a position in Union Pacific in Q4 2017 and held it in 5 quarters.
  • New Potomac Partners's Union Pacific position peaked at $150K in Q3 2018.
  • 1,839 funds tracked by Wall St. Rank held Union Pacific as of Q1 2019.

Based on New Potomac Partners's 13F filing for Q1 2019, filed 23 Apr 2019.