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	–	148
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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Piershale Financial Group's UNP Position: Q4 2016 in Review

Piershale Financial Group sold out of Union Pacific (UNP) in Q4 2016, closing a stake of 252 shares — an estimated $25K sold.

Piershale Financial Group first reported a position in UNP in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q4 2014. 1,427 funds tracked by Wall St. Rank hold UNP as of Q4 2016.

Piershale Financial Group reported no remaining Union Pacific position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 252 Union Pacific shares in Q4 2016, an estimated $25K.
Piershale Financial Group first reported a position in Union Pacific in Q2 2013 and held it in 10 quarters.
Piershale Financial Group's Union Pacific position peaked at $31K in Q4 2014.
1,427 funds tracked by Wall St. Rank held Union Pacific as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.