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Boston Trust Walden’s Western Union WU Stock Holding History

Boston Trust Walden’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
Q2 		– Sell
-330,643
Closed -$6.73M – 376
2017
Q1 		$6.73M Sell
330,643
-5,427
-2% -$111K 0.1% 206
2016
Q4 		$7.3M Buy
336,070
+10,822
+3% +$225K 0.12% 197
2016
Q3 		$6.77M Sell
325,248
-4,122
-1% -$84.7K 0.11% 200
2016
Q2 		$6.32M Sell
329,370
-7,217
-2% -$140K 0.11% 202
2016
Q1 		$6.49M Buy
336,587
+2,915
+0.9% +$52.4K 0.11% 204
2015
Q4 		$5.98M Buy
+333,672
New +$6.3M 0.11% 207

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Boston Trust Walden's WU Position: Q2 2017 in Review

Boston Trust Walden sold out of Western Union (WU) in Q2 2017, closing a stake of 330,643 shares — an estimated $6.73M sold.

Boston Trust Walden first reported a position in WU in Q4 2015 and held it in 6 quarters. The position peaked at $7.3M in Q4 2016. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

  • Boston Trust Walden reported no remaining Western Union position as of Q2 2017 after selling out during the quarter.
  • Boston Trust Walden sold 330,643 Western Union shares in Q2 2017, an estimated $6.73M.
  • Boston Trust Walden first reported a position in Western Union in Q4 2015 and held it in 6 quarters.
  • Boston Trust Walden's Western Union position peaked at $7.3M in Q4 2016.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

Based on Boston Trust Walden's 13F filing for Q2 2017, filed 19 Jul 2017.