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Moneta Group Investment Advisors’s Western Union WU Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-1,121
Closed -$21K – 426
2015
Q3 		$21K Buy
+1,121
New +$21.3K 0.01% 320

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Moneta Group Investment Advisors's WU Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Western Union (WU) in Q4 2015, closing a stake of 1,121 shares — an estimated $21K sold.

Moneta Group Investment Advisors first reported a position in WU in Q3 2015 and held it in 1 quarter. The position peaked at $21K in Q3 2015. 587 funds tracked by Wall St. Rank hold WU as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Western Union position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,121 Western Union shares in Q4 2015, an estimated $21K.
  • Moneta Group Investment Advisors first reported a position in Western Union in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Western Union position peaked at $21K in Q3 2015.
  • 587 funds tracked by Wall St. Rank held Western Union as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.