Wealthcare Capital Management’s Union Pacific UNP Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-151	Closed	-$33K	–	635
2021 Q1	$33K	Buy	+151	New	+$31.7K	﹤0.01%	179
2020 Q2	–	Sell	-24	Closed	-$3K	–	232
2020 Q1	$3K	Sell	24 -35	-59%	-$5.79K	﹤0.01%	220
2019 Q4	$11K	Buy	+59	New	+$10.1K	﹤0.01%	184
2018 Q1	–	Sell	-18	Closed	-$2K	–	231
2017 Q4	$2K	Buy	+18	New	+$2.17K	﹤0.01%	204
2015 Q2	–	Sell	-225	Closed	–	–	839
2015 Q1	$0	Buy	+225	New	+$26.4K	﹤0.01%	1013
2014 Q1	–	Sell	-20	Closed	-$2K	–	168
2013 Q4	$2K	Hold	20	–	–	﹤0.01%	111
2013 Q3	$2K	Hold	20	–	–	﹤0.01%	111
2013 Q2	$2K	Buy	+20	New	+$1.51K	﹤0.01%	116

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthcare Capital Management's UNP Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Union Pacific (UNP) in Q2 2021, closing a stake of 151 shares — an estimated $33K sold.

Wealthcare Capital Management first reported a position in UNP in Q2 2013 and held it in 8 quarters. The position peaked at $33K in Q1 2021. 2,195 funds tracked by Wall St. Rank hold UNP as of Q2 2021.

Wealthcare Capital Management reported no remaining Union Pacific position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 151 Union Pacific shares in Q2 2021, an estimated $33K.
Wealthcare Capital Management first reported a position in Union Pacific in Q2 2013 and held it in 8 quarters.
Wealthcare Capital Management's Union Pacific position peaked at $33K in Q1 2021.
2,195 funds tracked by Wall St. Rank held Union Pacific as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.