Boston Private Bank & Trust’s Western Union WU Stock Holding History

Boston Private Bank & Trust’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 Q1	$44K	Sell	2,101 -1,050	-33%	-$19.5K	﹤0.01%	593
2014 Q4	$56K	Buy	3,151 +351	+13%	+$6.09K	﹤0.01%	551
2014 Q3	$45K	Hold	2,800	–	–	﹤0.01%	612
2014 Q2	$49K	Sell	2,800 -6,249	-69%	-$101K	﹤0.01%	578
2014 Q1	$148K	Buy	9,049 +1,050	+13%	+$17.1K	0.01%	434
2013 Q4	$138K	Hold	7,999	–	–	0.01%	442
2013 Q3	$149K	Sell	7,999 -1	-0%	-$18	0.01%	413
2013 Q2	$137K	Buy	+8,000	New	+$127K	0.01%	420

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Private Bank & Trust's WU Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Western Union (WU) stake by 33% in Q1 2015, selling an estimated $19.5K and leaving 2,101 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Boston Private Bank & Trust first reported a position in WU in Q2 2013 and has held it in 8 quarters since. The position peaked at $149K in Q3 2013. 577 funds tracked by Wall St. Rank hold WU as of Q1 2015.

Boston Private Bank & Trust held 2,101 shares of Western Union worth $44K as of Q1 2015.
Boston Private Bank & Trust sold 1,050 Western Union shares in Q1 2015, an estimated $19.5K.
Western Union made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #593 holding.
Boston Private Bank & Trust first reported a position in Western Union in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Western Union position peaked at $149K in Q3 2013.
577 funds tracked by Wall St. Rank held Western Union as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.