WESPAC Advisors SoCal’s Union Pacific UNP Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-450	Closed	-$75K	–	288
2019 Q1	$75K	Sell	450 -190	-30%	-$30.6K	0.04%	108
2018 Q4	$88K	Buy	640 +140	+28%	+$20.7K	0.06%	102
2018 Q3	$81K	Buy	+500	New	+$75.3K	0.04%	114
2016 Q3	–	Sell	-440	Closed	-$38.4K	–	300
2016 Q2	$38.4K	Buy	440 +175	+66%	+$14.8K	0.03%	127
2016 Q1	$21.1K	Buy	+265	New	+$20.5K	0.02%	154

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors SoCal's UNP Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Union Pacific (UNP) in Q2 2019, closing a stake of 450 shares — an estimated $75K sold.

WESPAC Advisors SoCal first reported a position in UNP in Q1 2016 and held it in 5 quarters. The position peaked at $88K in Q4 2018. 1,851 funds tracked by Wall St. Rank hold UNP as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Union Pacific position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 450 Union Pacific shares in Q2 2019, an estimated $75K.
WESPAC Advisors SoCal first reported a position in Union Pacific in Q1 2016 and held it in 5 quarters.
WESPAC Advisors SoCal's Union Pacific position peaked at $88K in Q4 2018.
1,851 funds tracked by Wall St. Rank held Union Pacific as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.