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Opus Investment Management’s Union Pacific UNP Stock Holding History

Opus Investment 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
2017
Q1 		– Sell
-5,000
Closed -$518K – 91
2016
Q4 		$518K Sell
5,000
-46,200
-90% -$4.54M 0.09% 87
2016
Q3 		$4.99M Hold
51,200
– – 0.85% 37
2016
Q2 		$4.47M Hold
51,200
– – 0.79% 45
2016
Q1 		$4.07M Buy
51,200
+5,000
+11% +$387K 0.78% 42
2015
Q4 		$3.61M Buy
+46,200
New +$3.96M 0.64% 53

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Opus Investment Management's UNP Position: Q1 2017 in Review

Opus Investment Management sold out of Union Pacific (UNP) in Q1 2017, closing a stake of 5,000 shares — an estimated $518K sold.

Opus Investment Management first reported a position in UNP in Q4 2015 and held it in 5 quarters. The position peaked at $4.99M in Q3 2016. 1,461 funds tracked by Wall St. Rank hold UNP as of Q1 2017.

  • Opus Investment Management reported no remaining Union Pacific position as of Q1 2017 after selling out during the quarter.
  • Opus Investment Management sold 5,000 Union Pacific shares in Q1 2017, an estimated $518K.
  • Opus Investment Management first reported a position in Union Pacific in Q4 2015 and held it in 5 quarters.
  • Opus Investment Management's Union Pacific position peaked at $4.99M in Q3 2016.
  • 1,461 funds tracked by Wall St. Rank held Union Pacific as of Q1 2017.

Based on Opus Investment Management's 13F filing for Q1 2017, filed 12 May 2017.