AWS
WU icon

Aris Wealth Services’s Western Union WU Stock Holding History

Aris Wealth Services’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
2015
Q3 		$4K Hold
220
– – 0.01% 294
2015
Q2 		$4K Hold
220
– – ﹤0.01% 435
2015
Q1 		$5K Buy
+220
New +$4.1K ﹤0.01% 413

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Aris Wealth Services's WU Position: Q3 2015 in Review

Aris Wealth Services held its Western Union (WU) position steady in Q3 2015 at 220 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #294.

Aris Wealth Services first reported a position in WU in Q1 2015 and has held it in 3 quarters since. The position peaked at $5K in Q1 2015. 560 funds tracked by Wall St. Rank hold WU as of Q3 2015.

  • Aris Wealth Services held 220 shares of Western Union worth $4K as of Q3 2015.
  • Aris Wealth Services left its Western Union share count unchanged in Q3 2015.
  • Western Union made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #294 holding.
  • Aris Wealth Services first reported a position in Western Union in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Western Union position peaked at $5K in Q1 2015.
  • 560 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.