First Citizens Bank & Trust’s Western Union WU Stock Holding History

First Citizens 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 Q3	–	Sell	-25,948	Closed	-$494K	–	459
2017 Q2	$494K	Sell	25,948 -4,233	-14%	-$81.9K	0.06%	246
2017 Q1	$614K	Sell	30,181 -122,337	-80%	-$2.5M	0.07%	220
2016 Q4	$3.31M	Sell	152,518 -64,207	-30%	-$1.33M	0.36%	88
2016 Q3	$4.51M	Sell	216,725 -4,155	-2%	-$85.4K	0.41%	74
2016 Q2	$4.24M	Sell	220,880 -19,647	-8%	-$382K	0.38%	82
2016 Q1	$4.64M	Sell	240,527 -191,054	-44%	-$3.44M	0.39%	76
2015 Q4	$7.73M	Buy	431,581 +10,910	+3%	+$206K	0.56%	56
2015 Q3	$7.72M	Sell	420,671 -49,426	-11%	-$941K	0.57%	59
2015 Q2	$9.56M	Sell	470,097 -83,040	-15%	-$1.77M	0.66%	50
2015 Q1	$11.5M	Sell	553,137 -7,099	-1%	-$132K	0.8%	42
2014 Q4	$10M	Buy	560,236 +325,941	+139%	+$5.65M	0.77%	44
2014 Q3	$3.76M	Buy	234,295 +3,873	+2%	+$66.7K	0.31%	99
2014 Q2	$4M	Buy	230,422 +65	+0%	+$1.05K	0.34%	96
2014 Q1	$3.77M	Sell	230,357 -519	-0.2%	-$8.45K	0.34%	98
2013 Q4	$3.98M	Sell	230,876 -56,418	-20%	-$989K	0.36%	93
2013 Q3	$5.36M	Buy	287,294 +14,805	+5%	+$266K	0.2%	124
2013 Q2	$4.66M	Buy	+272,489	New	+$4.32M	0.19%	127

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Citizens Bank & Trust's WU Position: Q3 2017 in Review

First Citizens Bank & Trust sold out of Western Union (WU) in Q3 2017, closing a stake of 25,948 shares — an estimated $494K sold.

First Citizens Bank & Trust first reported a position in WU in Q2 2013 and held it in 17 quarters. The position peaked at $11.5M in Q1 2015. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

First Citizens Bank & Trust reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 25,948 Western Union shares in Q3 2017, an estimated $494K.
First Citizens Bank & Trust first reported a position in Western Union in Q2 2013 and held it in 17 quarters.
First Citizens Bank & Trust's Western Union position peaked at $11.5M in Q1 2015.
528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on First Citizens Bank & Trust's 13F filing for Q3 2017, filed 12 Oct 2017.