Private Wealth Advisors (Pennsylvania)’s Union Pacific UNP Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2019 Q3	–	Sell	-3,803	Closed	-$643K	–	143
2019 Q2	$643K	Hold	3,803	–	–	0.23%	91
2019 Q1	$636K	Buy	3,803 +59	+2%	+$9.49K	0.24%	92
2018 Q4	$518K	Hold	3,744	–	–	0.22%	94
2018 Q3	$610K	Hold	3,744	–	–	0.23%	92
2018 Q2	$530K	Hold	3,744	–	–	0.21%	94
2018 Q1	$503K	Sell	3,744 -74	-2%	-$9.96K	0.2%	94
2017 Q4	$512K	Hold	3,818	–	–	0.2%	96
2017 Q3	$443K	Sell	3,818 -77	-2%	-$8.26K	0.18%	96
2017 Q2	$424K	Hold	3,895	–	–	0.18%	94
2017 Q1	$413K	Hold	3,895	–	–	0.19%	97
2016 Q4	$404K	Hold	3,895	–	–	0.19%	95
2016 Q3	$380K	Hold	3,895	–	–	0.18%	96
2016 Q2	$340K	Hold	3,895	–	–	0.17%	101
2016 Q1	$310K	Hold	3,895	–	–	0.17%	101
2015 Q4	$305K	Sell	3,895 -8,351	-68%	-$716K	0.17%	99
2015 Q3	$1.08M	Buy	12,246 +815	+7%	+$74.4K	0.54%	54
2015 Q2	$1.09M	Hold	11,431	–	–	0.49%	60
2015 Q1	$1.24M	Buy	+11,431	New	+$1.34M	0.58%	54

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s UNP Position: Q3 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of Union Pacific (UNP) in Q3 2019, closing a stake of 3,803 shares — an estimated $643K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in UNP in Q1 2015 and held it in 18 quarters. The position peaked at $1.24M in Q1 2015. 1,833 funds tracked by Wall St. Rank hold UNP as of Q3 2019.

Private Wealth Advisors (Pennsylvania) reported no remaining Union Pacific position as of Q3 2019 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 3,803 Union Pacific shares in Q3 2019, an estimated $643K.
Private Wealth Advisors (Pennsylvania) first reported a position in Union Pacific in Q1 2015 and held it in 18 quarters.
Private Wealth Advisors (Pennsylvania)'s Union Pacific position peaked at $1.24M in Q1 2015.
1,833 funds tracked by Wall St. Rank held Union Pacific as of Q3 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 12 Nov 2019.