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Horizon Investment Services’s Western Union WU Stock Holding History

Horizon Investment 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
2016
Q4 		– Sell
-9,755
Closed -$203K – 116
2016
Q3 		$203K Sell
9,755
-2,567
-21% -$52.7K 0.1% 102
2016
Q2 		$236K Sell
12,322
-1,779
-13% -$34.5K 0.12% 97
2016
Q1 		$272K Buy
+14,101
New +$254K 0.12% 94

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

Horizon Investment Services's WU Position: Q4 2016 in Review

Horizon Investment Services sold out of Western Union (WU) in Q4 2016, closing a stake of 9,755 shares — an estimated $203K sold.

Horizon Investment Services first reported a position in WU in Q1 2016 and held it in 3 quarters. The position peaked at $272K in Q1 2016. 576 funds tracked by Wall St. Rank hold WU as of Q4 2016.

  • Horizon Investment Services reported no remaining Western Union position as of Q4 2016 after selling out during the quarter.
  • Horizon Investment Services sold 9,755 Western Union shares in Q4 2016, an estimated $203K.
  • Horizon Investment Services first reported a position in Western Union in Q1 2016 and held it in 3 quarters.
  • Horizon Investment Services's Western Union position peaked at $272K in Q1 2016.
  • 576 funds tracked by Wall St. Rank held Western Union as of Q4 2016.

Based on Horizon Investment Services's 13F filing for Q4 2016, filed 15 Feb 2017.