Guardian Investor Services’s Western Union WU Stock Holding History

Guardian Investor Services’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 Q1	$75K	Sell	3,601 -15	-0.4%	-$279	0.06%	366
2014 Q4	$65K	Sell	3,616 -142	-4%	-$2.46K	0.05%	389
2014 Q3	$60K	Sell	3,758 -318	-8%	-$5.47K	0.05%	405
2014 Q2	$71K	Sell	4,076 -183	-4%	-$2.96K	0.05%	376
2014 Q1	$70K	Sell	4,259 -165	-4%	-$2.69K	0.05%	379
2013 Q4	$76K	Sell	4,424 -40	-0.9%	-$701	0.06%	360
2013 Q3	$83K	Sell	4,464 -157	-3%	-$2.82K	0.07%	327
2013 Q2	$79K	Buy	+4,621	New	+$73.2K	0.07%	330

Other funds holding WU

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Investor Services's WU Position: Q1 2015 in Review

Guardian Investor Services reduced its Western Union (WU) stake by 0.41% in Q1 2015, selling an estimated $279 and leaving 3,601 shares worth $75K. The position accounts for 0.06% of the portfolio, ranked #366.

Guardian Investor Services first reported a position in WU in Q2 2013 and has held it in 8 quarters since. The position peaked at $83K in Q3 2013. 577 funds tracked by Wall St. Rank hold WU as of Q1 2015.

Guardian Investor Services held 3,601 shares of Western Union worth $75K as of Q1 2015.
Guardian Investor Services sold 15 Western Union shares in Q1 2015, an estimated $279.
Western Union made up 0.06% of Guardian Investor Services's portfolio in Q1 2015, its #366 holding.
Guardian Investor Services first reported a position in Western Union in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Western Union position peaked at $83K in Q3 2013.
577 funds tracked by Wall St. Rank held Western Union as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.