WFG Advisors’s Union Pacific UNP Stock Holding History

WFG Advisors’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 Q2	$928K	Buy	8,523 +681	+9%	+$74.3K	0.21%	113
2017 Q1	$831K	Sell	7,842 -8,590	-52%	-$916K	0.22%	108
2016 Q4	$1.7M	Buy	16,432 +6,885	+72%	+$677K	0.42%	55
2016 Q3	$931K	Buy	9,547 +133	+1%	+$12.4K	0.23%	105
2016 Q2	$821K	Buy	9,414 +785	+9%	+$66.4K	0.22%	113
2016 Q1	$686K	Buy	8,629 +83	+1%	+$6.42K	0.2%	125
2015 Q4	$668K	Buy	8,546 +260	+3%	+$22.3K	0.2%	123
2015 Q3	$733K	Sell	8,286 -988	-11%	-$90.2K	0.23%	102
2015 Q2	$884K	Buy	9,274 +258	+3%	+$26.9K	0.24%	93
2015 Q1	$977K	Sell	9,016 -4,811	-35%	-$565K	0.27%	80
2014 Q4	$1.65M	Buy	13,827 +1,089	+9%	+$125K	0.33%	57
2014 Q3	$1.38M	Buy	12,738 +811	+7%	+$84K	0.26%	83
2014 Q2	$1.19M	Buy	11,927 +101	+0.9%	+$9.79K	0.22%	106
2014 Q1	$1.11M	Sell	11,826 -13,478	-53%	-$1.2M	0.22%	103
2013 Q4	$2.13M	Sell	25,304 -348	-1%	-$27.6K	0.3%	69
2013 Q3	$1.99M	Sell	25,652 -3,654	-12%	-$289K	0.31%	70
2013 Q2	$2.26M	Buy	+29,306	New	+$2.21M	0.38%	60

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

WFG Advisors's UNP Position: Q2 2017 in Review

WFG Advisors increased its Union Pacific (UNP) stake by 8.7% in Q2 2017, buying an estimated $74.3K and bringing the position to 8,523 shares worth $928K. The position accounts for 0.21% of the portfolio, ranked #113.

WFG Advisors first reported a position in UNP in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.26M in Q2 2013. 1,463 funds tracked by Wall St. Rank hold UNP as of Q2 2017.

WFG Advisors held 8,523 shares of Union Pacific worth $928K as of Q2 2017.
WFG Advisors bought 681 Union Pacific shares in Q2 2017, an estimated $74.3K.
Union Pacific made up 0.21% of WFG Advisors's portfolio in Q2 2017, its #113 holding.
WFG Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Union Pacific position peaked at $2.26M in Q2 2013.
1,463 funds tracked by Wall St. Rank held Union Pacific as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.