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Alpha Cubed Investments’s Western Union WU Stock Holding History

Alpha Cubed Investments’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
Q4 		– Sell
-10,075
Closed -$162K – 157
2014
Q3 		$162K Hold
10,075
– – 0.08% 141
2014
Q2 		$175K Sell
10,075
-300
-3% -$4.85K 0.08% 165
2014
Q1 		$169K Sell
10,375
-768
-7% -$12.5K 0.09% 161
2013
Q4 		$192K Buy
+11,143
New +$195K 0.07% 201

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpha Cubed Investments's WU Position: Q4 2014 in Review

Alpha Cubed Investments sold out of Western Union (WU) in Q4 2014, closing a stake of 10,075 shares — an estimated $162K sold.

Alpha Cubed Investments first reported a position in WU in Q4 2013 and held it in 4 quarters. The position peaked at $192K in Q4 2013. 586 funds tracked by Wall St. Rank hold WU as of Q4 2014.

  • Alpha Cubed Investments reported no remaining Western Union position as of Q4 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 10,075 Western Union shares in Q4 2014, an estimated $162K.
  • Alpha Cubed Investments first reported a position in Western Union in Q4 2013 and held it in 4 quarters.
  • Alpha Cubed Investments's Western Union position peaked at $192K in Q4 2013.
  • 586 funds tracked by Wall St. Rank held Western Union as of Q4 2014.

Based on Alpha Cubed Investments's 13F filing for Q4 2014, filed 30 Jan 2015.