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Beacon Financial Group’s Western Union WU Stock Holding History

Beacon Financial Group’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
Q1 		– Sell
-89,986
Closed -$1.55M – 194
2013
Q4 		$1.55M Sell
89,986
-87,779
-49% -$1.54M 0.3% 78
2013
Q3 		$3.31M Buy
+177,765
New +$3.19M 0.71% 42

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Beacon Financial Group's WU Position: Q1 2014 in Review

Beacon Financial Group sold out of Western Union (WU) in Q1 2014, closing a stake of 89,986 shares — an estimated $1.55M sold.

Beacon Financial Group first reported a position in WU in Q3 2013 and held it in 2 quarters. The position peaked at $3.31M in Q3 2013. 561 funds tracked by Wall St. Rank hold WU as of Q1 2014.

  • Beacon Financial Group reported no remaining Western Union position as of Q1 2014 after selling out during the quarter.
  • Beacon Financial Group sold 89,986 Western Union shares in Q1 2014, an estimated $1.55M.
  • Beacon Financial Group first reported a position in Western Union in Q3 2013 and held it in 2 quarters.
  • Beacon Financial Group's Western Union position peaked at $3.31M in Q3 2013.
  • 561 funds tracked by Wall St. Rank held Western Union as of Q1 2014.

Based on Beacon Financial Group's 13F filing for Q1 2014, filed 23 Apr 2014.