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Bragg Financial Advisors’s Western Union WU Stock Holding History

Bragg Financial 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
2014
Q1 		– Sell
-10,053
Closed -$173K – 232
2013
Q4 		$173K Sell
10,053
-465
-4% -$8.15K 0.04% 234
2013
Q3 		$196K Sell
10,518
-492
-4% -$8.84K 0.05% 230
2013
Q2 		$188K Buy
+11,010
New +$174K 0.05% 219

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

Bragg Financial Advisors's WU Position: Q1 2014 in Review

Bragg Financial Advisors sold out of Western Union (WU) in Q1 2014, closing a stake of 10,053 shares — an estimated $173K sold.

Bragg Financial Advisors first reported a position in WU in Q2 2013 and held it in 3 quarters. The position peaked at $196K in Q3 2013. 561 funds tracked by Wall St. Rank hold WU as of Q1 2014.

  • Bragg Financial Advisors reported no remaining Western Union position as of Q1 2014 after selling out during the quarter.
  • Bragg Financial Advisors sold 10,053 Western Union shares in Q1 2014, an estimated $173K.
  • Bragg Financial Advisors first reported a position in Western Union in Q2 2013 and held it in 3 quarters.
  • Bragg Financial Advisors's Western Union position peaked at $196K in Q3 2013.
  • 561 funds tracked by Wall St. Rank held Western Union as of Q1 2014.

Based on Bragg Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.