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FineMark National Bank & Trust’s Western Union WU Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-9,683
Closed -$210K – 1008
2016
Q4 		$210K Sell
9,683
-250
-3% -$5.19K 0.02% 332
2016
Q3 		$207K Buy
9,933
+6,155
+163% +$126K 0.02% 322
2016
Q2 		$72K Hold
3,778
– – 0.01% 517
2016
Q1 		$73K Sell
3,778
-928
-20% -$16.7K 0.01% 489
2015
Q4 		$84K Sell
4,706
-811
-15% -$15.3K 0.01% 482
2015
Q3 		$101K Sell
5,517
-146
-3% -$2.78K 0.01% 455
2015
Q2 		$115K Sell
5,663
-1,141
-17% -$24.3K 0.02% 449
2015
Q1 		$142K Buy
6,804
+2,128
+46% +$39.6K 0.02% 408
2014
Q4 		$84K Sell
4,676
-969
-17% -$16.8K 0.01% 528
2014
Q3 		$90K Sell
5,645
-3,366
-37% -$57.9K 0.01% 503
2014
Q2 		$156K Buy
9,011
+1,169
+15% +$18.9K 0.03% 368
2014
Q1 		$128K Buy
7,842
+3,958
+102% +$64.5K 0.02% 402
2013
Q4 		$67K Buy
3,884
+821
+27% +$14.4K 0.01% 514
2013
Q3 		$57K Buy
3,063
+1,022
+50% +$18.4K 0.01% 545
2013
Q2 		$35K Buy
+2,041
New +$32.3K 0.01% 641

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

FineMark National Bank & Trust's WU Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Western Union (WU) in Q1 2017, closing a stake of 9,683 shares — an estimated $210K sold.

FineMark National Bank & Trust first reported a position in WU in Q2 2013 and held it in 15 quarters. The position peaked at $210K in Q4 2016. 567 funds tracked by Wall St. Rank hold WU as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Western Union position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 9,683 Western Union shares in Q1 2017, an estimated $210K.
  • FineMark National Bank & Trust first reported a position in Western Union in Q2 2013 and held it in 15 quarters.
  • FineMark National Bank & Trust's Western Union position peaked at $210K in Q4 2016.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.