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Curian Capital’s Western Union WU Stock Holding History

Curian 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
Q3 		– Sell
-670,308
Closed -$13.6M – 600
2015
Q2 		$13.6M Buy
670,308
+15,869
+2% +$338K 0.23% 111
2015
Q1 		$13.6M Buy
654,439
+37,861
+6% +$705K 0.23% 108
2014
Q4 		$11M Sell
616,578
-192,476
-24% -$3.34M 0.19% 131
2014
Q3 		$13M Buy
809,054
+36,818
+5% +$634K 0.23% 102
2014
Q2 		$13.4M Buy
772,236
+453,100
+142% +$7.32M 0.24% 99
2014
Q1 		$5.22M Buy
+319,136
New +$5.2M 0.09% 226

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

Curian Capital's WU Position: Q3 2015 in Review

Curian Capital sold out of Western Union (WU) in Q3 2015, closing a stake of 670,308 shares — an estimated $13.6M sold.

Curian Capital first reported a position in WU in Q1 2014 and held it in 6 quarters. The position peaked at $13.6M in Q2 2015. 560 funds tracked by Wall St. Rank hold WU as of Q3 2015.

  • Curian Capital reported no remaining Western Union position as of Q3 2015 after selling out during the quarter.
  • Curian Capital sold 670,308 Western Union shares in Q3 2015, an estimated $13.6M.
  • Curian Capital first reported a position in Western Union in Q1 2014 and held it in 6 quarters.
  • Curian Capital's Western Union position peaked at $13.6M in Q2 2015.
  • 560 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on Curian Capital's 13F filing for Q3 2015, filed 3 Nov 2015.