Piershale Financial Group’s Union Pacific UNP Stock Holding History

Piershale Financial Group’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	-252	Closed	-$25K	–	131
2016 Q3	$25K	Buy	252 +2	+0.8%	+$187	0.02%	57
2016 Q2	$22K	Buy	+250	New	+$21.1K	0.02%	62
2015 Q2	–	Sell	-260	Closed	-$28K	–	149
2015 Q1	$28K	Buy	260 +3	+1%	+$352	0.02%	47
2014 Q4	$31K	Buy	257 +1	+0.4%	+$115	0.02%	57
2014 Q3	$28K	Buy	256 +1	+0.4%	+$104	0.02%	50
2014 Q2	$25K	Buy	255 +1	+0.4%	+$97	0.02%	61
2014 Q1	$24K	Hold	254	–	–	0.03%	57
2013 Q4	$21K	Buy	254 +2	+0.8%	+$158	0.03%	47
2013 Q3	$20K	Buy	252 +2	+0.8%	+$158	0.02%	58
2013 Q2	$19K	Buy	+250	New	+$18.8K	0.04%	41

Other funds holding UNP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return