Taylor Wealth Management Partners’s Union Pacific UNP Stock Holding History

Taylor Wealth Management Partners’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
2018 Q1	–	Sell	-900	Closed	-$121K	–	151
2017 Q4	$121K	Hold	900	–	–	0.05%	75
2017 Q3	$104K	Hold	900	–	–	0.05%	79
2017 Q2	$98K	Hold	900	–	–	0.04%	79
2017 Q1	$95K	Sell	900 -44	-5%	-$4.69K	0.04%	85
2016 Q4	$98K	Sell	944 -21	-2%	-$2.06K	0.05%	78
2016 Q3	$94K	Hold	965	–	–	0.04%	77
2016 Q2	$84K	Buy	965 +1	+0.1%	+$85	0.03%	76
2016 Q1	$77K	Buy	964 +900	+1,406%	+$69.6K	0.04%	71
2015 Q4	$5K	Hold	64	–	–	﹤0.01%	124
2015 Q3	$6K	Sell	64 -75	-54%	-$6.84K	﹤0.01%	133
2015 Q2	$13K	Sell	139 -295	-68%	-$30.8K	﹤0.01%	142
2015 Q1	$47K	Buy	+434	New	+$50.9K	0.01%	85

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Taylor Wealth Management Partners's UNP Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Union Pacific (UNP) in Q1 2018, closing a stake of 900 shares — an estimated $121K sold.

Taylor Wealth Management Partners first reported a position in UNP in Q1 2015 and held it in 12 quarters. The position peaked at $121K in Q4 2017. 1,629 funds tracked by Wall St. Rank hold UNP as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Union Pacific position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 900 Union Pacific shares in Q1 2018, an estimated $121K.
Taylor Wealth Management Partners first reported a position in Union Pacific in Q1 2015 and held it in 12 quarters.
Taylor Wealth Management Partners's Union Pacific position peaked at $121K in Q4 2017.
1,629 funds tracked by Wall St. Rank held Union Pacific as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.