Cobiz Wealth’s Western Union WU Stock Holding History

Cobiz Wealth’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 Q3	–	Sell	-1,500	Closed	-$26K	–	356
2013 Q2	$26K	Buy	+1,500	New	+$23.8K	0.01%	218

Other funds holding WU

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Cobiz Wealth's WU Position: Q3 2013 in Review

Cobiz Wealth sold out of Western Union (WU) in Q3 2013, closing a stake of 1,500 shares — an estimated $26K sold.

Cobiz Wealth first reported a position in WU in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 592 funds tracked by Wall St. Rank hold WU as of Q3 2013.

Cobiz Wealth reported no remaining Western Union position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 1,500 Western Union shares in Q3 2013, an estimated $26K.
Cobiz Wealth first reported a position in Western Union in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Western Union position peaked at $26K in Q2 2013.
592 funds tracked by Wall St. Rank held Western Union as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.