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IberiaBank’s Western Union WU Stock Holding History

IberiaBank’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
2017
Q3 		– Sell
-10,983
Closed -$209K – 233
2017
Q2 		$209K Sell
10,983
-139,021
-93% -$2.69M 0.06% 163
2017
Q1 		$3.05M Sell
150,004
-16,639
-10% -$340K 0.96% 38
2016
Q4 		$3.62M Buy
166,643
+13,994
+9% +$290K 1.33% 32
2016
Q3 		$3.18M Buy
152,649
+10,929
+8% +$225K 1.35% 36
2016
Q2 		$2.72M Buy
141,720
+1,841
+1% +$35.8K 1.2% 37
2016
Q1 		$2.7M Buy
139,879
+984
+0.7% +$17.7K 1.27% 36
2015
Q4 		$2.49M Buy
138,895
+7,380
+6% +$139K 1.12% 37
2015
Q3 		$2.42M Sell
131,515
-548
-0.4% -$10.4K 1.24% 33
2015
Q2 		$2.69M Buy
132,063
+120,811
+1,074% +$2.57M 1.2% 31
2015
Q1 		$234K Sell
11,252
-709
-6% -$13.2K 0.1% 168
2014
Q4 		$214K Sell
11,961
-1,762
-13% -$30.6K 0.12% 159
2014
Q3 		$220K Sell
13,723
-782
-5% -$13.5K 0.12% 149
2014
Q2 		$252K Buy
14,505
+1,268
+10% +$20.5K 0.14% 145
2014
Q1 		$217K Buy
+13,237
New +$216K 0.13% 142

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IberiaBank's WU Position: Q3 2017 in Review

IberiaBank sold out of Western Union (WU) in Q3 2017, closing a stake of 10,983 shares — an estimated $209K sold.

IberiaBank first reported a position in WU in Q1 2014 and held it in 14 quarters. The position peaked at $3.62M in Q4 2016. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

  • IberiaBank reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
  • IberiaBank sold 10,983 Western Union shares in Q3 2017, an estimated $209K.
  • IberiaBank first reported a position in Western Union in Q1 2014 and held it in 14 quarters.
  • IberiaBank's Western Union position peaked at $3.62M in Q4 2016.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on IberiaBank's 13F filing for Q3 2017, filed 9 Nov 2017.