Buckingham Capital Management (Ohio)’s Western Union WU Stock Holding History

Buckingham Capital Management (Ohio)’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 Q3	–	Sell	-42,837	Closed	-$875K	–	173
2015 Q2	$875K	Sell	42,837 -7,801	-15%	-$166K	0.25%	106
2015 Q1	$1.05M	Sell	50,638 -8,695	-15%	-$162K	0.3%	99
2014 Q4	$1.06M	Sell	59,333 -21,301	-26%	-$369K	0.32%	98
2014 Q3	$1.29M	Sell	80,634 -111	-0.1%	-$1.91K	0.4%	81
2014 Q2	$1.4M	Buy	80,745 +390	+0.5%	+$6.3K	0.44%	75
2014 Q1	$1.31M	Buy	80,355 +28,005	+53%	+$456K	0.44%	74
2013 Q4	$903K	Buy	52,350 +2,824	+6%	+$49.5K	0.32%	99
2013 Q3	$923K	Buy	49,526 +10,145	+26%	+$182K	0.38%	88
2013 Q2	$674K	Buy	+39,381	New	+$624K	0.28%	104

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s WU Position: Q3 2015 in Review

Buckingham Capital Management (Ohio) sold out of Western Union (WU) in Q3 2015, closing a stake of 42,837 shares — an estimated $875K sold.

Buckingham Capital Management (Ohio) first reported a position in WU in Q2 2013 and held it in 9 quarters. The position peaked at $1.4M in Q2 2014. 559 funds tracked by Wall St. Rank hold WU as of Q3 2015.

Buckingham Capital Management (Ohio) reported no remaining Western Union position as of Q3 2015 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 42,837 Western Union shares in Q3 2015, an estimated $875K.
Buckingham Capital Management (Ohio) first reported a position in Western Union in Q2 2013 and held it in 9 quarters.
Buckingham Capital Management (Ohio)'s Western Union position peaked at $1.4M in Q2 2014.
559 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q3 2015, filed 9 Nov 2015.