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Gerstein Fisher’s Western Union WU Stock Holding History

Gerstein Fisher’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
2016
Q3 		$217K Hold
10,405
– – 0.03% 387
2016
Q2 		$200K Sell
10,405
-59
-0.6% -$1.15K 0.03% 385
2016
Q1 		$202K Sell
10,464
-2,502
-19% -$45K 0.03% 377
2015
Q4 		$232K Buy
12,966
+1,153
+10% +$21.8K 0.03% 355
2015
Q3 		$217K Sell
11,813
-3,245
-22% -$61.8K 0.03% 370
2015
Q2 		$306K Buy
15,058
+3,525
+31% +$75K 0.05% 313
2015
Q1 		$240K Buy
11,533
+795
+7% +$14.8K 0.04% 353
2014
Q4 		$192K Buy
+10,738
New +$186K 0.03% 373

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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Gerstein Fisher's WU Position: Q3 2016 in Review

Gerstein Fisher held its Western Union (WU) position steady in Q3 2016 at 10,405 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #387.

Gerstein Fisher first reported a position in WU in Q4 2014 and has held it in 8 quarters since. The position peaked at $306K in Q2 2015. 553 funds tracked by Wall St. Rank hold WU as of Q3 2016.

  • Gerstein Fisher held 10,405 shares of Western Union worth $217K as of Q3 2016.
  • Gerstein Fisher left its Western Union share count unchanged in Q3 2016.
  • Western Union made up 0.03% of Gerstein Fisher's portfolio in Q3 2016, its #387 holding.
  • Gerstein Fisher first reported a position in Western Union in Q4 2014 and has held it in 8 quarters since.
  • Gerstein Fisher's Western Union position peaked at $306K in Q2 2015.
  • 553 funds tracked by Wall St. Rank held Western Union as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.