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Archipel Asset Management’s Western Union WU Stock Holding History

Archipel Asset Management’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
Q3 		$3.29M Buy
+204,981
New +$3.53M 0.95% 42
2014
Q1 		– Sell
-301,420
Closed -$5.2M – 96
2013
Q4 		$5.2M Buy
+301,420
New +$5.28M 1.45% 37

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Archipel Asset Management's WU Position: Q3 2014 in Review

Archipel Asset Management opened a new position in Western Union (WU) in Q3 2014: 204,981 shares worth $3.29M. The stake represents 0.95% of the portfolio and ranks #42 among its holdings. This is a return to the name: Archipel Asset Management previously reported a position in WU as recently as Q4 2013.

Archipel Asset Management first reported a position in WU in Q4 2013 and has held it in 2 quarters since. The position peaked at $5.2M in Q4 2013. 562 funds tracked by Wall St. Rank hold WU as of Q3 2014.

  • Archipel Asset Management held 204,981 shares of Western Union worth $3.29M as of Q3 2014.
  • Western Union was a new Archipel Asset Management position in Q3 2014.
  • Western Union made up 0.95% of Archipel Asset Management's portfolio in Q3 2014, its #42 holding.
  • Archipel Asset Management first reported a position in Western Union in Q4 2013 and has held it in 2 quarters since.
  • Archipel Asset Management's Western Union position peaked at $5.2M in Q4 2013.
  • 562 funds tracked by Wall St. Rank held Western Union as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.