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Boston Advisors’s Western Union WU Stock Holding History

Boston Advisors’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
2017
Q1 		– Sell
-486,179
Closed -$10.6M – 673
2016
Q4 		$10.6M Sell
486,179
-13,520
-3% -$281K 0.25% 127
2016
Q3 		$10.4M Sell
499,699
-154,998
-24% -$3.18M 0.26% 122
2016
Q2 		$12.6M Buy
654,697
+208,860
+47% +$4.06M 0.31% 105
2016
Q1 		$8.6M Buy
445,837
+410,882
+1,175% +$7.39M 0.21% 126
2015
Q4 		$626K Buy
+34,955
New +$660K 0.01% 414
2013
Q3 		– Sell
-40,654
Closed -$696K – 592
2013
Q2 		$696K Buy
+40,654
New +$644K 0.03% 288

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Boston Advisors's WU Position: Q1 2017 in Review

Boston Advisors sold out of Western Union (WU) in Q1 2017, closing a stake of 486,179 shares — an estimated $10.6M sold.

Boston Advisors first reported a position in WU in Q2 2013 and held it in 6 quarters. The position peaked at $12.6M in Q2 2016. 567 funds tracked by Wall St. Rank hold WU as of Q1 2017.

  • Boston Advisors reported no remaining Western Union position as of Q1 2017 after selling out during the quarter.
  • Boston Advisors sold 486,179 Western Union shares in Q1 2017, an estimated $10.6M.
  • Boston Advisors first reported a position in Western Union in Q2 2013 and held it in 6 quarters.
  • Boston Advisors's Western Union position peaked at $12.6M in Q2 2016.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q1 2017.

Based on Boston Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.