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Ground Swell Capital’s Western Union WU Stock Holding History

Ground Swell Capital’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
2014
Q3 		$16K Buy
994
+380
+62% +$6.54K 0.03% 675
2014
Q2 		$11K Buy
+614
New +$9.92K 0.02% 684

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ground Swell Capital's WU Position: Q3 2014 in Review

Ground Swell Capital increased its Western Union (WU) stake by 62% in Q3 2014, buying an estimated $6.54K and bringing the position to 994 shares worth $16K. The position accounts for 0.03% of the portfolio, ranked #675.

Ground Swell Capital first reported a position in WU in Q2 2014 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold WU as of Q3 2014.

  • Ground Swell Capital held 994 shares of Western Union worth $16K as of Q3 2014.
  • Ground Swell Capital bought 380 Western Union shares in Q3 2014, an estimated $6.54K.
  • Western Union made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #675 holding.
  • Ground Swell Capital first reported a position in Western Union in Q2 2014 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Western Union as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.