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HL Financial Services’s Western Union WU Stock Holding History

HL Financial 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
Q3 		– Sell
-11,650
Closed -$237K – 678
2015
Q2 		$237K Sell
11,650
-4,210
-27% -$89.6K 0.01% 606
2015
Q1 		$330K Sell
15,860
-5,810
-27% -$108K 0.01% 548
2014
Q4 		$388K Buy
21,670
+1,253
+6% +$21.7K 0.01% 492
2014
Q3 		$327K Buy
20,417
+1,899
+10% +$32.7K 0.01% 525
2014
Q2 		$321K Buy
18,518
+4,372
+31% +$70.6K 0.01% 538
2014
Q1 		$231K Buy
+14,146
New +$230K 0.01% 598

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

HL Financial Services's WU Position: Q3 2015 in Review

HL Financial Services sold out of Western Union (WU) in Q3 2015, closing a stake of 11,650 shares — an estimated $237K sold.

HL Financial Services first reported a position in WU in Q1 2014 and held it in 6 quarters. The position peaked at $388K in Q4 2014. 559 funds tracked by Wall St. Rank hold WU as of Q3 2015.

  • HL Financial Services reported no remaining Western Union position as of Q3 2015 after selling out during the quarter.
  • HL Financial Services sold 11,650 Western Union shares in Q3 2015, an estimated $237K.
  • HL Financial Services first reported a position in Western Union in Q1 2014 and held it in 6 quarters.
  • HL Financial Services's Western Union position peaked at $388K in Q4 2014.
  • 559 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on HL Financial Services's 13F filing for Q3 2015, filed 19 Oct 2015.