Advisory Research’s Western Union WU Stock Holding History

Advisory Research’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-4,136	Closed	-$68K	–	679
2014 Q1	$68K	Buy	+4,136	New	+$67.4K	﹤0.01%	640

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's WU Position: Q2 2014 in Review

Advisory Research sold out of Western Union (WU) in Q2 2014, closing a stake of 4,136 shares — an estimated $68K sold.

Advisory Research first reported a position in WU in Q1 2014 and held it in 1 quarter. The position peaked at $68K in Q1 2014. 555 funds tracked by Wall St. Rank hold WU as of Q2 2014.

Advisory Research reported no remaining Western Union position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 4,136 Western Union shares in Q2 2014, an estimated $68K.
Advisory Research first reported a position in Western Union in Q1 2014 and held it in 1 quarter.
Advisory Research's Western Union position peaked at $68K in Q1 2014.
555 funds tracked by Wall St. Rank held Western Union as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.