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Wilsey Asset Management’s Union Pacific UNP Stock Holding History

Wilsey Asset Management’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
2014
Q2 		– Sell
-59,612
Closed -$5.59M – 29
2014
Q1 		$5.59M Sell
59,612
-3,466
-5% -$308K 4.51% 12
2013
Q4 		$5.16M Buy
+63,078
New +$5M 4.73% 10

Other funds holding UNP

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wilsey Asset Management's UNP Position: Q2 2014 in Review

Wilsey Asset Management sold out of Union Pacific (UNP) in Q2 2014, closing a stake of 59,612 shares — an estimated $5.59M sold.

Wilsey Asset Management first reported a position in UNP in Q4 2013 and held it in 2 quarters. The position peaked at $5.59M in Q1 2014. 1,271 funds tracked by Wall St. Rank hold UNP as of Q2 2014.

  • Wilsey Asset Management reported no remaining Union Pacific position as of Q2 2014 after selling out during the quarter.
  • Wilsey Asset Management sold 59,612 Union Pacific shares in Q2 2014, an estimated $5.59M.
  • Wilsey Asset Management first reported a position in Union Pacific in Q4 2013 and held it in 2 quarters.
  • Wilsey Asset Management's Union Pacific position peaked at $5.59M in Q1 2014.
  • 1,271 funds tracked by Wall St. Rank held Union Pacific as of Q2 2014.

Based on Wilsey Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.