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MSI Financial Services’s Western Union WU Stock Holding History

MSI Financial Services’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
2016
Q4 		$651K Buy
29,956
+4,685
+19% +$97.2K 0.02% 601
2016
Q3 		$526K Buy
25,271
+2,394
+10% +$49.2K 0.02% 654
2016
Q2 		$438K Buy
22,877
+8,144
+55% +$158K 0.02% 696
2016
Q1 		$284K Buy
14,733
+6,914
+88% +$124K 0.01% 825
2015
Q4 		$140K Buy
7,819
+5,847
+297% +$110K 0.01% 1118
2015
Q3 		$36K Buy
1,972
+102
+5% +$1.94K ﹤0.01% 1387
2015
Q2 		$38K Buy
1,870
+90
+5% +$1.92K ﹤0.01% 1465
2015
Q1 		$37K Buy
1,780
+145
+9% +$2.7K ﹤0.01% 1478
2014
Q4 		$29K Sell
1,635
-197
-11% -$3.42K ﹤0.01% 1356
2014
Q3 		$29K Buy
1,832
+423
+30% +$7.28K ﹤0.01% 1341
2014
Q2 		$24K Buy
1,409
+955
+210% +$15.4K ﹤0.01% 1415
2014
Q1 		$7K Sell
454
-1,496
-77% -$24.4K ﹤0.01% 1891
2013
Q4 		$34K Buy
1,950
+602
+45% +$10.5K 0.01% 1173
2013
Q3 		$25K Sell
1,348
-7,446
-85% -$134K ﹤0.01% 1140
2013
Q2 		$150K Buy
+8,794
New +$139K 0.03% 492

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MSI Financial Services's WU Position: Q4 2016 in Review

MSI Financial Services increased its Western Union (WU) stake by 19% in Q4 2016, buying an estimated $97.2K and bringing the position to 29,956 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #601.

MSI Financial Services first reported a position in WU in Q2 2013 and has held it in 15 quarters since. 576 funds tracked by Wall St. Rank hold WU as of Q4 2016.

  • MSI Financial Services held 29,956 shares of Western Union worth $651K as of Q4 2016.
  • MSI Financial Services bought 4,685 Western Union shares in Q4 2016, an estimated $97.2K.
  • Western Union made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #601 holding.
  • MSI Financial Services first reported a position in Western Union in Q2 2013 and has held it in 15 quarters since.
  • 576 funds tracked by Wall St. Rank held Western Union as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.