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Curi RMB Capital’s Western Union WU Stock Holding History

Curi RMB Capital’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
-298,216
Closed -$6.21M – 535
2015
Q1 		$6.21M Buy
298,216
+2,369
+0.8% +$44.1K 0.37% 71
2014
Q4 		$5.3M Buy
295,847
+5,484
+2% +$95.1K 0.32% 81
2014
Q3 		$4.66M Sell
290,363
-118,658
-29% -$2.04M 0.28% 91
2014
Q2 		$7.09M Sell
409,021
-5,765
-1% -$93.1K 0.45% 64
2014
Q1 		$6.79M Buy
414,786
+17,677
+4% +$288K 0.47% 64
2013
Q4 		$6.85M Buy
397,109
+50,921
+15% +$892K 0.47% 65
2013
Q3 		$6.46M Buy
346,188
+3,062
+0.9% +$55K 0.46% 66
2013
Q2 		$5.87M Buy
+343,126
New +$5.44M 0.44% 65

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curi RMB Capital's WU Position: Q2 2015 in Review

Curi RMB Capital sold out of Western Union (WU) in Q2 2015, closing a stake of 298,216 shares — an estimated $6.21M sold.

Curi RMB Capital first reported a position in WU in Q2 2013 and held it in 8 quarters. The position peaked at $7.09M in Q2 2014. 578 funds tracked by Wall St. Rank hold WU as of Q2 2015.

  • Curi RMB Capital reported no remaining Western Union position as of Q2 2015 after selling out during the quarter.
  • Curi RMB Capital sold 298,216 Western Union shares in Q2 2015, an estimated $6.21M.
  • Curi RMB Capital first reported a position in Western Union in Q2 2013 and held it in 8 quarters.
  • Curi RMB Capital's Western Union position peaked at $7.09M in Q2 2014.
  • 578 funds tracked by Wall St. Rank held Western Union as of Q2 2015.

Based on Curi RMB Capital's 13F filing for Q2 2015, filed 13 Aug 2015.