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Sound View Wealth Advisors’s Union Pacific UNP Stock Holding History

Sound View Wealth 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
2019
Q1 		$437K Sell
2,613
-279
-10% -$44.9K 0.14% 150
2018
Q4 		$400K Buy
+2,892
New +$428K 0.15% 142

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors's UNP Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Union Pacific (UNP) stake by 9.6% in Q1 2019, selling an estimated $44.9K and leaving 2,613 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #150.

Sound View Wealth Advisors first reported a position in UNP in Q4 2018 and has held it in 2 quarters since. 1,839 funds tracked by Wall St. Rank hold UNP as of Q1 2019.

  • Sound View Wealth Advisors held 2,613 shares of Union Pacific worth $437K as of Q1 2019.
  • Sound View Wealth Advisors sold 279 Union Pacific shares in Q1 2019, an estimated $44.9K.
  • Union Pacific made up 0.14% of Sound View Wealth Advisors's portfolio in Q1 2019, its #150 holding.
  • Sound View Wealth Advisors first reported a position in Union Pacific in Q4 2018 and has held it in 2 quarters since.
  • 1,839 funds tracked by Wall St. Rank held Union Pacific as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.