SIG
UNP icon

Stanford Investment Group’s Union Pacific UNP Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-294
Closed -$30K – 269
2016
Q4 		$30K Hold
294
– – 0.01% 195
2016
Q3 		$29K Hold
294
– – 0.01% 217
2016
Q2 		$26K Hold
294
– – 0.01% 214
2016
Q1 		$23K Hold
294
– – 0.01% 228
2015
Q4 		$23K Hold
294
– – 0.01% 209
2015
Q3 		$26K Hold
294
– – 0.02% 198
2015
Q2 		$28K Hold
294
– – 0.02% 200
2015
Q1 		$32K Hold
294
– – 0.03% 183
2014
Q4 		$35K Buy
+294
New +$33.8K 0.03% 164

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stanford Investment Group's UNP Position: Q1 2017 in Review

Stanford Investment Group sold out of Union Pacific (UNP) in Q1 2017, closing a stake of 294 shares — an estimated $30K sold.

Stanford Investment Group first reported a position in UNP in Q4 2014 and held it in 9 quarters. The position peaked at $35K in Q4 2014. 1,461 funds tracked by Wall St. Rank hold UNP as of Q1 2017.

  • Stanford Investment Group reported no remaining Union Pacific position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 294 Union Pacific shares in Q1 2017, an estimated $30K.
  • Stanford Investment Group first reported a position in Union Pacific in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Union Pacific position peaked at $35K in Q4 2014.
  • 1,461 funds tracked by Wall St. Rank held Union Pacific as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.