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Edgemoor Investment Advisors’s Western Union WU Stock Holding History

Edgemoor Investment Advisors’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
-27,420
Closed -$571K – 142
2015
Q1 		$571K Sell
27,420
-1,000
-4% -$18.6K 0.08% 99
2014
Q4 		$509K Sell
28,420
-1,200
-4% -$20.8K 0.07% 100
2014
Q3 		$475K Sell
29,620
-2,050
-6% -$35.3K 0.07% 107
2014
Q2 		$549K Sell
31,670
-526,962
-94% -$8.51M 0.08% 106
2014
Q1 		$9.14M Buy
558,632
+43,419
+8% +$707K 1.44% 31
2013
Q4 		$8.89M Buy
515,213
+14,994
+3% +$263K 1.41% 32
2013
Q3 		$9.33M Buy
500,219
+60,309
+14% +$1.08M 1.63% 23
2013
Q2 		$7.53M Buy
+439,910
New +$6.97M 1.33% 30

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

Edgemoor Investment Advisors's WU Position: Q2 2015 in Review

Edgemoor Investment Advisors sold out of Western Union (WU) in Q2 2015, closing a stake of 27,420 shares — an estimated $571K sold.

Edgemoor Investment Advisors first reported a position in WU in Q2 2013 and held it in 8 quarters. The position peaked at $9.33M in Q3 2013. 578 funds tracked by Wall St. Rank hold WU as of Q2 2015.

  • Edgemoor Investment Advisors reported no remaining Western Union position as of Q2 2015 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 27,420 Western Union shares in Q2 2015, an estimated $571K.
  • Edgemoor Investment Advisors first reported a position in Western Union in Q2 2013 and held it in 8 quarters.
  • Edgemoor Investment Advisors's Western Union position peaked at $9.33M in Q3 2013.
  • 578 funds tracked by Wall St. Rank held Western Union as of Q2 2015.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2015, filed 31 Jul 2015.