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McAdams Wright Ragen’s Western Union WU Stock Holding History

McAdams Wright Ragen’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
Q3 		$627K Sell
39,135
-91,629
-70% -$1.58M 0.04% 240
2014
Q2 		$2.27M Sell
130,764
-2,445
-2% -$39.5K 0.13% 137
2014
Q1 		$2.18M Sell
133,209
-295,436
-69% -$4.81M 0.14% 125
2013
Q4 		$7.39M Sell
428,645
-36,607
-8% -$641K 0.49% 59
2013
Q3 		$8.68M Sell
465,252
-118,261
-20% -$2.12M 0.69% 40
2013
Q2 		$9.98M Buy
+583,513
New +$9.25M 0.8% 31

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McAdams Wright Ragen's WU Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Western Union (WU) stake by 70% in Q3 2014, selling an estimated $1.58M and leaving 39,135 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #240.

McAdams Wright Ragen first reported a position in WU in Q2 2013 and has held it in 6 quarters since. The position peaked at $9.98M in Q2 2013. 562 funds tracked by Wall St. Rank hold WU as of Q3 2014.

  • McAdams Wright Ragen held 39,135 shares of Western Union worth $627K as of Q3 2014.
  • McAdams Wright Ragen sold 91,629 Western Union shares in Q3 2014, an estimated $1.58M.
  • Western Union made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #240 holding.
  • McAdams Wright Ragen first reported a position in Western Union in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's Western Union position peaked at $9.98M in Q2 2013.
  • 562 funds tracked by Wall St. Rank held Western Union as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.