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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return