New York Life Trust’s Union Pacific UNP Stock Holding History

New York Life Trust’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 Q3	–	Sell	-99	Closed	-$9K	–	239
2015 Q2	$9K	Sell	99 -159	-62%	-$16.6K	0.04%	185
2015 Q1	$28K	Sell	258 -642	-71%	-$75.3K	0.11%	165
2014 Q4	$107K	Sell	900 -462	-34%	-$53K	0.42%	101
2014 Q3	$148K	Buy	1,362 +679	+99%	+$70.3K	0.61%	49
2014 Q2	$68K	Buy	683 +207	+43%	+$20.1K	0.29%	130
2014 Q1	$45K	Sell	476 -266	-36%	-$23.6K	0.2%	145
2013 Q4	$62K	Sell	742 -116	-14%	-$9.19K	0.28%	127
2013 Q3	$67K	Sell	858 -928	-52%	-$73.3K	0.34%	123
2013 Q2	$138K	Buy	+1,786	New	+$135K	0.64%	41

Other funds holding UNP

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New York Life Trust's UNP Position: Q3 2015 in Review

New York Life Trust sold out of Union Pacific (UNP) in Q3 2015, closing a stake of 99 shares — an estimated $9K sold.

New York Life Trust first reported a position in UNP in Q2 2013 and held it in 9 quarters. The position peaked at $148K in Q3 2014. 1,322 funds tracked by Wall St. Rank hold UNP as of Q3 2015.

New York Life Trust reported no remaining Union Pacific position as of Q3 2015 after selling out during the quarter.
New York Life Trust sold 99 Union Pacific shares in Q3 2015, an estimated $9K.
New York Life Trust first reported a position in Union Pacific in Q2 2013 and held it in 9 quarters.
New York Life Trust's Union Pacific position peaked at $148K in Q3 2014.
1,322 funds tracked by Wall St. Rank held Union Pacific as of Q3 2015.

Based on New York Life Trust's 13F filing for Q3 2015, filed 16 Nov 2015.