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New England Securities’s Western Union WU Stock Holding History

New England Securities’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
Q4 		$3K Hold
150
– – ﹤0.01% 1411
2014
Q3 		$2K Sell
150
-30,593
-100% -$527K ﹤0.01% 1522
2014
Q2 		$533K Buy
30,743
+30,567
+17,368% +$494K 0.18% 148
2014
Q1 		$3K Buy
+176
New +$2.87K ﹤0.01% 1441
2013
Q4 		– Sell
-395
Closed -$7K – 1738
2013
Q3 		$7K Buy
395
+122
+45% +$2.19K ﹤0.01% 1093
2013
Q2 		$5K Buy
+273
New +$4.33K ﹤0.01% 1066

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Securities's WU Position: Q4 2014 in Review

New England Securities held its Western Union (WU) position steady in Q4 2014 at 150 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

New England Securities first reported a position in WU in Q2 2013 and has held it in 6 quarters since. The position peaked at $533K in Q2 2014. 586 funds tracked by Wall St. Rank hold WU as of Q4 2014.

  • New England Securities held 150 shares of Western Union worth $3K as of Q4 2014.
  • New England Securities left its Western Union share count unchanged in Q4 2014.
  • Western Union made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1411 holding.
  • New England Securities first reported a position in Western Union in Q2 2013 and has held it in 6 quarters since.
  • New England Securities's Western Union position peaked at $533K in Q2 2014.
  • 586 funds tracked by Wall St. Rank held Western Union as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.