Wealthfront’s Union Pacific UNP Stock Holding History

Wealthfront’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 Q3	$4.72M	Buy	28,993 +1,278	+5%	+$192K	0.05%	66
2018 Q2	$3.93M	Buy	27,715 +123	+0.4%	+$17.1K	0.04%	71
2018 Q1	$3.71M	Buy	27,592 +3,835	+16%	+$516K	0.04%	80
2017 Q4	$3.19M	Buy	23,757 +1,613	+7%	+$195K	0.04%	81
2017 Q3	$2.57M	Sell	22,144 -2,380	-10%	-$255K	0.03%	88
2017 Q2	$2.67M	Buy	24,524 +1,948	+9%	+$212K	0.04%	73
2017 Q1	$2.39M	Buy	22,576 +2,023	+10%	+$216K	0.04%	72
2016 Q4	$2.13M	Buy	20,553 +545	+3%	+$53.6K	0.05%	71
2016 Q3	$1.95M	Buy	20,008 +3,903	+24%	+$365K	0.05%	67
2016 Q2	$1.41M	Buy	16,105 +2,178	+16%	+$184K	0.04%	77
2016 Q1	$1.11M	Buy	13,927 +10,152	+269%	+$785K	0.04%	83
2015 Q4	$295K	Sell	3,775 -11,055	-75%	-$948K	0.01%	217
2015 Q3	$1.31M	Buy	14,830 +9,111	+159%	+$831K	0.05%	67
2015 Q2	$545K	Sell	5,719 -1,752	-23%	-$183K	0.02%	98
2015 Q1	$809K	Sell	7,471 -1,253	-14%	-$147K	0.04%	49
2014 Q4	$1.04M	Buy	8,724 +1,802	+26%	+$207K	0.06%	37
2014 Q3	$750K	Buy	6,922 +1,948	+39%	+$202K	0.05%	44
2014 Q2	$502K	Buy	4,974 +1,544	+45%	+$150K	0.04%	41
2014 Q1	$323K	Buy	+3,430	New	+$305K	0.04%	38

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthfront's UNP Position: Q3 2018 in Review

Wealthfront increased its Union Pacific (UNP) stake by 4.6% in Q3 2018, buying an estimated $192K and bringing the position to 28,993 shares worth $4.72M. The position accounts for 0.05% of the portfolio, ranked #66.

Wealthfront first reported a position in UNP in Q1 2014 and has held it in 19 quarters since. 1,685 funds tracked by Wall St. Rank hold UNP as of Q3 2018.

Wealthfront held 28,993 shares of Union Pacific worth $4.72M as of Q3 2018.
Wealthfront bought 1,278 Union Pacific shares in Q3 2018, an estimated $192K.
Union Pacific made up 0.05% of Wealthfront's portfolio in Q3 2018, its #66 holding.
Wealthfront first reported a position in Union Pacific in Q1 2014 and has held it in 19 quarters since.
1,685 funds tracked by Wall St. Rank held Union Pacific as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.