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Lesa Sroufe & Co’s Western Union WU Stock Holding History

Lesa Sroufe & 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
2017
Q1 		– Sell
-231,913
Closed -$5.04M – 45
2016
Q4 		$5.04M Sell
231,913
-4,082
-2% -$84.7K 4.39% 4
2016
Q3 		$4.91M Buy
235,995
+638
+0.3% +$13.1K 4.34% 5
2016
Q2 		$4.51M Sell
235,357
-8,799
-4% -$171K 3.95% 9
2016
Q1 		$4.71M Sell
244,156
-815
-0.3% -$14.7K 4.59% 6
2015
Q4 		$4.39M Sell
244,971
-84,658
-26% -$1.6M 4.52% 6
2015
Q3 		$6.05M Sell
329,629
-18,388
-5% -$350K 4.81% 5
2015
Q2 		$7.08M Sell
348,017
-47,184
-12% -$1M 4.85% 4
2015
Q1 		$8.22M Sell
395,201
-12,919
-3% -$241K 5.41% 2
2014
Q4 		$7.31M Sell
408,120
-38,135
-9% -$661K 4.62% 6
2014
Q3 		$7.16M Sell
446,255
-1,941
-0.4% -$33.4K 4.16% 8
2014
Q2 		$7.77M Buy
448,196
+6,263
+1% +$101K 3.94% 12
2014
Q1 		$7.23M Sell
441,933
-5,899
-1% -$96.1K 3.93% 11
2013
Q4 		$7.72M Sell
447,832
-3,104
-0.7% -$54.4K 4.2% 10
2013
Q3 		$8.41M Buy
450,936
+3,895
+0.9% +$70K 4.88% 4
2013
Q2 		$7.65M Buy
+447,041
New +$7.08M 4.42% 3

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Lesa Sroufe & Co's WU Position: Q1 2017 in Review

Lesa Sroufe & Co sold out of Western Union (WU) in Q1 2017, closing a stake of 231,913 shares — an estimated $5.04M sold.

Lesa Sroufe & Co first reported a position in WU in Q2 2013 and held it in 15 quarters. The position peaked at $8.41M in Q3 2013. 567 funds tracked by Wall St. Rank hold WU as of Q1 2017.

  • Lesa Sroufe & Co reported no remaining Western Union position as of Q1 2017 after selling out during the quarter.
  • Lesa Sroufe & Co sold 231,913 Western Union shares in Q1 2017, an estimated $5.04M.
  • Lesa Sroufe & Co first reported a position in Western Union in Q2 2013 and held it in 15 quarters.
  • Lesa Sroufe & Co's Western Union position peaked at $8.41M in Q3 2013.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q1 2017.

Based on Lesa Sroufe & Co's 13F filing for Q1 2017, filed 25 Apr 2017.