Index Management Solutions’s Western Union WU Stock Holding History

Index Management Solutions’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	$58K	Buy	3,149 +1,319	+72%	+$25.1K	0.06%	139
2015 Q2	$37K	Buy	1,830 +45	+3%	+$958	0.03%	341
2015 Q1	$37K	Buy	1,785 +1,586	+797%	+$29.5K	0.03%	203
2014 Q4	$4K	Sell	199 -29,696	-99%	-$515K	﹤0.01%	711
2014 Q3	$480K	Sell	29,895 -49,686	-62%	-$855K	0.05%	304
2014 Q2	$1.38M	Buy	79,581 +13,651	+21%	+$220K	0.17%	110
2014 Q1	$1.08M	Buy	65,930 +61,889	+1,532%	+$1.01M	0.17%	116
2013 Q4	$70K	Sell	4,041 -692	-15%	-$12.1K	0.02%	345
2013 Q3	$88K	Buy	+4,733	New	+$85K	0.03%	233

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Index Management Solutions's WU Position: Q3 2015 in Review

Index Management Solutions increased its Western Union (WU) stake by 72% in Q3 2015, buying an estimated $25.1K and bringing the position to 3,149 shares worth $58K. The position accounts for 0.06% of the portfolio, ranked #139.

Index Management Solutions first reported a position in WU in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.38M in Q2 2014. 560 funds tracked by Wall St. Rank hold WU as of Q3 2015.

Index Management Solutions held 3,149 shares of Western Union worth $58K as of Q3 2015.
Index Management Solutions bought 1,319 Western Union shares in Q3 2015, an estimated $25.1K.
Western Union made up 0.06% of Index Management Solutions's portfolio in Q3 2015, its #139 holding.
Index Management Solutions first reported a position in Western Union in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Western Union position peaked at $1.38M in Q2 2014.
560 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.