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Caerus Global Investors’s Western Union WU Stock Holding History

Caerus Global Investors’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
2013
Q4 		– Sell
-77,443
Closed -$1.45M – 36
2013
Q3 		$1.45M Sell
77,443
-154,388
-67% -$2.77M 1.53% 28
2013
Q2 		$3.93M Buy
+231,831
New +$3.67M 3.68% 11

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

Caerus Global Investors's WU Position: Q4 2013 in Review

Caerus Global Investors sold out of Western Union (WU) in Q4 2013, closing a stake of 77,443 shares — an estimated $1.45M sold.

Caerus Global Investors first reported a position in WU in Q2 2013 and held it in 2 quarters. The position peaked at $3.93M in Q2 2013. 598 funds tracked by Wall St. Rank hold WU as of Q4 2013.

  • Caerus Global Investors reported no remaining Western Union position as of Q4 2013 after selling out during the quarter.
  • Caerus Global Investors sold 77,443 Western Union shares in Q4 2013, an estimated $1.45M.
  • Caerus Global Investors first reported a position in Western Union in Q2 2013 and held it in 2 quarters.
  • Caerus Global Investors's Western Union position peaked at $3.93M in Q2 2013.
  • 598 funds tracked by Wall St. Rank held Western Union as of Q4 2013.

Based on Caerus Global Investors's 13F filing for Q4 2013, filed 14 Feb 2014.