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Commonwealth Financial Services’s Western Union WU Stock Holding History

Commonwealth Financial Services’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
-25
Closed -$1K – 250
2015
Q2 		$1K Hold
25
– – ﹤0.01% 237
2015
Q1 		$1K Hold
25
– – ﹤0.01% 244
2014
Q4 		$0 Buy
+25
New +$434 ﹤0.01% 240

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
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
Bank of New York Mellon
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
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

Commonwealth Financial Services's WU Position: Q3 2015 in Review

Commonwealth Financial Services sold out of Western Union (WU) in Q3 2015, closing a stake of 25 shares — an estimated $1K sold.

Commonwealth Financial Services first reported a position in WU in Q4 2014 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 559 funds tracked by Wall St. Rank hold WU as of Q3 2015.

  • Commonwealth Financial Services reported no remaining Western Union position as of Q3 2015 after selling out during the quarter.
  • Commonwealth Financial Services sold 25 Western Union shares in Q3 2015, an estimated $1K.
  • Commonwealth Financial Services first reported a position in Western Union in Q4 2014 and held it in 3 quarters.
  • Commonwealth Financial Services's Western Union position peaked at $1K in Q2 2015.
  • 559 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on Commonwealth Financial Services's 13F filing for Q3 2015, filed 28 Oct 2015.