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Orgel Wealth Management’s Union Pacific UNP Stock Holding History

Orgel 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
2016
Q4 		– Sell
-2,152
Closed -$210K – 26
2016
Q3 		$210K Buy
+2,152
New +$201K 0.14% 20

Other funds holding UNP

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Orgel Wealth Management's UNP Position: Q4 2016 in Review

Orgel Wealth Management sold out of Union Pacific (UNP) in Q4 2016, closing a stake of 2,152 shares — an estimated $210K sold.

Orgel Wealth Management first reported a position in UNP in Q3 2016 and held it in 1 quarter. The position peaked at $210K in Q3 2016. 1,427 funds tracked by Wall St. Rank hold UNP as of Q4 2016.

  • Orgel Wealth Management reported no remaining Union Pacific position as of Q4 2016 after selling out during the quarter.
  • Orgel Wealth Management sold 2,152 Union Pacific shares in Q4 2016, an estimated $210K.
  • Orgel Wealth Management first reported a position in Union Pacific in Q3 2016 and held it in 1 quarter.
  • Orgel Wealth Management's Union Pacific position peaked at $210K in Q3 2016.
  • 1,427 funds tracked by Wall St. Rank held Union Pacific as of Q4 2016.

Based on Orgel Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.