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EverPoint Asset Management’s Western Union WU Stock Holding History

EverPoint Asset 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
-400,000
Closed -$8.13M – 541
2015
Q2 		$8.13M Buy
+400,000
New +$8.51M 0.15% 202

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

EverPoint Asset Management's WU Position: Q4 2016 in Review

EverPoint Asset Management sold out of Western Union (WU) in Q4 2016, closing a stake of 150,000 shares — an estimated $3.12M sold.

EverPoint Asset Management first reported a position in WU in Q3 2016 and held it in 1 quarter. The position peaked at $3.12M in Q3 2016. 577 funds tracked by Wall St. Rank hold WU as of Q4 2016.

  • EverPoint Asset Management reported no remaining Western Union position as of Q4 2016 after selling out during the quarter.
  • EverPoint Asset Management sold 150,000 Western Union shares in Q4 2016, an estimated $3.12M.
  • EverPoint Asset Management first reported a position in Western Union in Q3 2016 and held it in 1 quarter.
  • EverPoint Asset Management's Western Union position peaked at $3.12M in Q3 2016.
  • 577 funds tracked by Wall St. Rank held Western Union as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.