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Linscomb Wealth’s Western Union WU Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-31,908
Closed -$522K – 286
2014
Q1 		$522K Sell
31,908
-2,549
-7% -$41.5K 0.06% 164
2013
Q4 		$594K Buy
34,457
+6,221
+22% +$109K 0.07% 136
2013
Q3 		$527K Buy
28,236
+2,990
+12% +$53.7K 0.07% 137
2013
Q2 		$432K Buy
+25,246
New +$400K 0.06% 147

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Linscomb Wealth's WU Position: Q2 2014 in Review

Linscomb Wealth sold out of Western Union (WU) in Q2 2014, closing a stake of 31,908 shares — an estimated $522K sold.

Linscomb Wealth first reported a position in WU in Q2 2013 and held it in 4 quarters. The position peaked at $594K in Q4 2013. 555 funds tracked by Wall St. Rank hold WU as of Q2 2014.

  • Linscomb Wealth reported no remaining Western Union position as of Q2 2014 after selling out during the quarter.
  • Linscomb Wealth sold 31,908 Western Union shares in Q2 2014, an estimated $522K.
  • Linscomb Wealth first reported a position in Western Union in Q2 2013 and held it in 4 quarters.
  • Linscomb Wealth's Western Union position peaked at $594K in Q4 2013.
  • 555 funds tracked by Wall St. Rank held Western Union as of Q2 2014.

Based on Linscomb Wealth's 13F filing for Q2 2014, filed 5 Aug 2014.