Bush ODonnell Investment Advisors’s Western Union WU Stock Holding History

Bush ODonnell Investment 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
2015 Q2	–	Sell	-379,491	Closed	-$7.9M	–	44
2015 Q1	$7.9M	Sell	379,491 -42,520	-10%	-$792K	4.69%	13
2014 Q4	$7.56M	Sell	422,011 -2,405	-0.6%	-$41.7K	4.08%	16
2014 Q3	$6.81M	Buy	424,416 +3,351	+0.8%	+$57.7K	3.97%	17
2014 Q2	$7.3M	Sell	421,065 -47,968	-10%	-$775K	4.11%	15
2014 Q1	$7.67M	Sell	469,033 -1,157	-0.2%	-$18.8K	3.94%	14
2013 Q4	$8.11M	Sell	470,190 -106,369	-18%	-$1.86M	4.29%	13
2013 Q3	$10.8M	Sell	576,559 -1,529	-0.3%	-$27.5K	5.17%	9
2013 Q2	$9.89M	Buy	+578,088	New	+$9.16M	4.93%	10

Other funds holding WU

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bush ODonnell Investment Advisors's WU Position: Q2 2015 in Review

Bush ODonnell Investment Advisors sold out of Western Union (WU) in Q2 2015, closing a stake of 379,491 shares — an estimated $7.9M sold.

Bush ODonnell Investment Advisors first reported a position in WU in Q2 2013 and held it in 8 quarters. The position peaked at $10.8M in Q3 2013. 580 funds tracked by Wall St. Rank hold WU as of Q2 2015.

Bush ODonnell Investment Advisors reported no remaining Western Union position as of Q2 2015 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 379,491 Western Union shares in Q2 2015, an estimated $7.9M.
Bush ODonnell Investment Advisors first reported a position in Western Union in Q2 2013 and held it in 8 quarters.
Bush ODonnell Investment Advisors's Western Union position peaked at $10.8M in Q3 2013.
580 funds tracked by Wall St. Rank held Western Union as of Q2 2015.

Based on Bush ODonnell Investment Advisors's 13F filing for Q2 2015, filed 7 Aug 2015.