Smith Shellnut Wilson’s Union Pacific UNP Stock Holding History

Smith Shellnut Wilson’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
2017 Q1	–	Sell	-2,077	Closed	-$215K	–	126
2016 Q4	$215K	Buy	+2,077	New	+$204K	0.21%	117

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Smith Shellnut Wilson's UNP Position: Q1 2017 in Review

Smith Shellnut Wilson sold out of Union Pacific (UNP) in Q1 2017, closing a stake of 2,077 shares — an estimated $215K sold.

Smith Shellnut Wilson first reported a position in UNP in Q4 2016 and held it in 1 quarter. The position peaked at $215K in Q4 2016. 1,460 funds tracked by Wall St. Rank hold UNP as of Q1 2017.

Smith Shellnut Wilson reported no remaining Union Pacific position as of Q1 2017 after selling out during the quarter.
Smith Shellnut Wilson sold 2,077 Union Pacific shares in Q1 2017, an estimated $215K.
Smith Shellnut Wilson first reported a position in Union Pacific in Q4 2016 and held it in 1 quarter.
Smith Shellnut Wilson's Union Pacific position peaked at $215K in Q4 2016.
1,460 funds tracked by Wall St. Rank held Union Pacific as of Q1 2017.

Based on Smith Shellnut Wilson's 13F filing for Q1 2017, filed 6 Apr 2017.