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Calvert Investment Management’s Western Union WU Stock Holding History

Calvert Investment Management’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
Q1 		– Sell
-27,811
Closed -$604K – 625
2016
Q4 		$604K Sell
27,811
-1,668
-6% -$34.6K 0.02% 502
2016
Q3 		$614K Buy
29,479
+1,060
+4% +$21.8K 0.02% 494
2016
Q2 		$545K Sell
28,419
-383,340
-93% -$7.44M 0.02% 486
2016
Q1 		$7.94M Sell
411,759
-851,848
-67% -$15.3M 0.35% 74
2015
Q4 		$22.6M Sell
1,263,607
-296,916
-19% -$5.61M 1.03% 26
2015
Q3 		$28.7M Sell
1,560,523
-106,626
-6% -$2.03M 1.43% 16
2015
Q2 		$33.9M Buy
1,667,149
+1,286,472
+338% +$27.4M 1.5% 17
2015
Q1 		$7.92M Buy
380,677
+21,575
+6% +$402K 0.51% 60
2014
Q4 		$6.43M Buy
359,102
+22,575
+7% +$391K 0.44% 74
2014
Q3 		$5.4M Sell
336,527
-921,767
-73% -$15.9M 0.4% 82
2014
Q2 		$21.8M Buy
1,258,294
+370,408
+42% +$5.98M 1.47% 17
2014
Q1 		$14.5M Buy
887,886
+289,549
+48% +$4.72M 1.03% 26
2013
Q4 		$10.3M Buy
598,337
+453,269
+312% +$7.94M 0.75% 49
2013
Q3 		$2.71M Sell
145,068
-371
-0.3% -$6.67K 0.34% 108
2013
Q2 		$2.49M Buy
+145,439
New +$2.3M 0.34% 108

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Calvert Investment Management's WU Position: Q1 2017 in Review

Calvert Investment Management sold out of Western Union (WU) in Q1 2017, closing a stake of 27,811 shares — an estimated $604K sold.

Calvert Investment Management first reported a position in WU in Q2 2013 and held it in 15 quarters. The position peaked at $33.9M in Q2 2015. 567 funds tracked by Wall St. Rank hold WU as of Q1 2017.

  • Calvert Investment Management reported no remaining Western Union position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 27,811 Western Union shares in Q1 2017, an estimated $604K.
  • Calvert Investment Management first reported a position in Western Union in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Western Union position peaked at $33.9M in Q2 2015.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.