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Joel Isaacson & Co’s Western Union WU Stock Holding History

Joel Isaacson & Co’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
2014
Q1 		– Sell
-313
Closed -$5K – 584
2013
Q4 		$5K Hold
313
– – ﹤0.01% 462
2013
Q3 		$6K Hold
313
– – ﹤0.01% 437
2013
Q2 		$5K Buy
+313
New +$4.96K ﹤0.01% 414

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Joel Isaacson & Co's WU Position: Q1 2014 in Review

Joel Isaacson & Co sold out of Western Union (WU) in Q1 2014, closing a stake of 313 shares — an estimated $5K sold.

Joel Isaacson & Co first reported a position in WU in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q3 2013. 561 funds tracked by Wall St. Rank hold WU as of Q1 2014.

  • Joel Isaacson & Co reported no remaining Western Union position as of Q1 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 313 Western Union shares in Q1 2014, an estimated $5K.
  • Joel Isaacson & Co first reported a position in Western Union in Q2 2013 and held it in 3 quarters.
  • Joel Isaacson & Co's Western Union position peaked at $6K in Q3 2013.
  • 561 funds tracked by Wall St. Rank held Western Union as of Q1 2014.

Based on Joel Isaacson & Co's 13F filing for Q1 2014, filed 11 Apr 2014.