WCMN
UNP icon

Westchester Capital Management (Nebraska)’s Union Pacific UNP Stock Holding History

Westchester Capital Management (Nebraska)’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
-381
Closed -$40K – 35
2016
Q4 		$40K Buy
+381
New +$37.5K 0.02% 31
2014
Q3 		– Sell
-50
Closed -$5K – 54
2014
Q2 		$5K Buy
+50
New +$4.84K ﹤0.01% 52

Other funds holding UNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s UNP Position: Q1 2017 in Review

Westchester Capital Management (Nebraska) sold out of Union Pacific (UNP) in Q1 2017, closing a stake of 381 shares — an estimated $40K sold.

Westchester Capital Management (Nebraska) first reported a position in UNP in Q2 2014 and held it in 2 quarters. The position peaked at $40K in Q4 2016. 1,460 funds tracked by Wall St. Rank hold UNP as of Q1 2017.

  • Westchester Capital Management (Nebraska) reported no remaining Union Pacific position as of Q1 2017 after selling out during the quarter.
  • Westchester Capital Management (Nebraska) sold 381 Union Pacific shares in Q1 2017, an estimated $40K.
  • Westchester Capital Management (Nebraska) first reported a position in Union Pacific in Q2 2014 and held it in 2 quarters.
  • Westchester Capital Management (Nebraska)'s Union Pacific position peaked at $40K in Q4 2016.
  • 1,460 funds tracked by Wall St. Rank held Union Pacific as of Q1 2017.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q1 2017, filed 4 May 2017.