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Espalier Global Management’s Western Union WU Stock Holding History

Espalier Global Management’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
-100,000
Closed -$2.03M – 91
2015
Q2 		$2.03M Buy
+100,000
New +$2.13M 0.33% 52
2014
Q3 		– Sell
-300,000
Closed -$5.2M – 137
2014
Q2 		$5.2M Buy
+300,000
New +$4.85M 0.4% 66
2014
Q1 		– Sell
-250,000
Closed -$4.31M – 140
2013
Q4 		$4.31M Buy
+250,000
New +$4.38M 0.41% 77

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

Espalier Global Management's WU Position: Q3 2015 in Review

Espalier Global Management sold out of Western Union (WU) in Q3 2015, closing a stake of 100,000 shares — an estimated $2.03M sold.

Espalier Global Management first reported a position in WU in Q4 2013 and held it in 3 quarters. The position peaked at $5.2M in Q2 2014. 559 funds tracked by Wall St. Rank hold WU as of Q3 2015.

  • Espalier Global Management reported no remaining Western Union position as of Q3 2015 after selling out during the quarter.
  • Espalier Global Management sold 100,000 Western Union shares in Q3 2015, an estimated $2.03M.
  • Espalier Global Management first reported a position in Western Union in Q4 2013 and held it in 3 quarters.
  • Espalier Global Management's Western Union position peaked at $5.2M in Q2 2014.
  • 559 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on Espalier Global Management's 13F filing for Q3 2015, filed 16 Nov 2015.