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Simply Money Advisors’s Union Pacific UNP Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-80
Closed -$6K – 343
2013
Q2 		$6K Buy
+80
New +$6.03K ﹤0.01% 227

Other funds holding UNP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Simply Money Advisors's UNP Position: Q3 2013 in Review

Simply Money Advisors sold out of Union Pacific (UNP) in Q3 2013, closing a stake of 80 shares — an estimated $6K sold.

Simply Money Advisors first reported a position in UNP in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 1,126 funds tracked by Wall St. Rank hold UNP as of Q3 2013.

  • Simply Money Advisors reported no remaining Union Pacific position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 80 Union Pacific shares in Q3 2013, an estimated $6K.
  • Simply Money Advisors first reported a position in Union Pacific in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Union Pacific position peaked at $6K in Q2 2013.
  • 1,126 funds tracked by Wall St. Rank held Union Pacific as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.