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OptiFour Integrated Wealth Management’s Union Pacific UNP Stock Holding History

OptiFour Integrated Wealth Management’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
Q4 		$735K Hold
4,065
– – 0.51% 25
2019
Q3 		$658K Hold
4,065
– – 0.47% 27
2019
Q2 		$687K Buy
+4,065
New +$697K 0.48% 28

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OptiFour Integrated Wealth Management's UNP Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Union Pacific (UNP) position steady in Q4 2019 at 4,065 shares worth $735K. The position accounts for 0.51% of the portfolio, ranked #25.

OptiFour Integrated Wealth Management first reported a position in UNP in Q2 2019 and has held it in 3 quarters since. 2,002 funds tracked by Wall St. Rank hold UNP as of Q4 2019.

  • OptiFour Integrated Wealth Management held 4,065 shares of Union Pacific worth $735K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Union Pacific share count unchanged in Q4 2019.
  • Union Pacific made up 0.51% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #25 holding.
  • OptiFour Integrated Wealth Management first reported a position in Union Pacific in Q2 2019 and has held it in 3 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Union Pacific as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.