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Lehman Financial Resources’s Western Union WU Stock Holding History

Lehman Financial Resources’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
Q1 		– Sell
-165,200
Closed -$2.96M – 439
2014
Q4 		$2.96M Sell
165,200
-1,000
-0.6% -$17.3K 1.45% 23
2014
Q3 		$2.67M Hold
166,200
– – 1.39% 21
2014
Q2 		$2.88M Sell
166,200
-700
-0.4% -$11.3K 1.37% 20
2014
Q1 		$2.73M Sell
166,900
-1,700
-1% -$27.7K 1.41% 22
2013
Q4 		$2.91M Sell
168,600
-3,100
-2% -$54.3K 1.8% 16
2013
Q3 		$3.2M Hold
171,700
– – 2.05% 13
2013
Q2 		$2.94M Buy
+171,700
New +$2.72M 1.99% 11

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman Financial Resources's WU Position: Q1 2015 in Review

Lehman Financial Resources sold out of Western Union (WU) in Q1 2015, closing a stake of 165,200 shares — an estimated $2.96M sold.

Lehman Financial Resources first reported a position in WU in Q2 2013 and held it in 7 quarters. The position peaked at $3.2M in Q3 2013. 575 funds tracked by Wall St. Rank hold WU as of Q1 2015.

  • Lehman Financial Resources reported no remaining Western Union position as of Q1 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 165,200 Western Union shares in Q1 2015, an estimated $2.96M.
  • Lehman Financial Resources first reported a position in Western Union in Q2 2013 and held it in 7 quarters.
  • Lehman Financial Resources's Western Union position peaked at $3.2M in Q3 2013.
  • 575 funds tracked by Wall St. Rank held Western Union as of Q1 2015.

Based on Lehman Financial Resources's 13F filing for Q1 2015, filed 30 Apr 2015.