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Parasol Investment Management’s Union Pacific UNP Stock Holding History

Parasol 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
2015
Q2 		– Sell
-28
Closed -$3K – 271
2015
Q1 		$3K Hold
28
– – ﹤0.01% 246
2014
Q4 		$3K Hold
28
– – ﹤0.01% 282
2014
Q3 		$3K Buy
+28
New +$2.9K ﹤0.01% 262
2014
Q2 		– Sell
-600
Closed -$56K – 274
2014
Q1 		$56K Hold
600
– – 0.04% 79
2013
Q4 		$50K Buy
+600
New +$47.5K 0.03% 83

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parasol Investment Management's UNP Position: Q2 2015 in Review

Parasol Investment Management sold out of Union Pacific (UNP) in Q2 2015, closing a stake of 28 shares — an estimated $3K sold.

Parasol Investment Management first reported a position in UNP in Q4 2013 and held it in 5 quarters. The position peaked at $56K in Q1 2014. 1,375 funds tracked by Wall St. Rank hold UNP as of Q2 2015.

  • Parasol Investment Management reported no remaining Union Pacific position as of Q2 2015 after selling out during the quarter.
  • Parasol Investment Management sold 28 Union Pacific shares in Q2 2015, an estimated $3K.
  • Parasol Investment Management first reported a position in Union Pacific in Q4 2013 and held it in 5 quarters.
  • Parasol Investment Management's Union Pacific position peaked at $56K in Q1 2014.
  • 1,375 funds tracked by Wall St. Rank held Union Pacific as of Q2 2015.

Based on Parasol Investment Management's 13F filing for Q2 2015, filed 13 Jul 2015.