New York Life Trust’s Western Union WU Stock Holding History

New York Life Trust’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
2017 Q1	$2K	Buy	+108	New	+$2.2K	0.1%	174
2016 Q4	–	Sell	-1,311	Closed	-$27K	–	252
2016 Q3	$27K	Sell	1,311 -3,833	-75%	-$78.8K	0.13%	169
2016 Q2	$99K	Buy	5,144 +1,727	+51%	+$33.5K	0.48%	60
2016 Q1	$66K	Sell	3,417 -2,776	-45%	-$49.9K	0.29%	117
2015 Q4	$111K	Buy	6,193 +110	+2%	+$2.08K	0.48%	76
2015 Q3	$112K	Buy	6,083 +380	+7%	+$7.23K	0.5%	70
2015 Q2	$116K	Sell	5,703 -819	-13%	-$17.4K	0.48%	81
2015 Q1	$136K	Buy	6,522 +1,419	+28%	+$26.4K	0.54%	61
2014 Q4	$91K	Buy	+5,103	New	+$88.5K	0.36%	115
2014 Q3	–	Sell	-648	Closed	-$11K	–	220
2014 Q2	$11K	Sell	648 -2,086	-76%	-$33.7K	0.05%	174
2014 Q1	$45K	Sell	2,734 -3,681	-57%	-$59.9K	0.2%	146
2013 Q4	$111K	Buy	6,415 +1,239	+24%	+$21.7K	0.5%	68
2013 Q3	$97K	Buy	5,176 +1,920	+59%	+$34.5K	0.49%	84
2013 Q2	$56K	Buy	+3,256	New	+$51.6K	0.26%	127

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

New York Life Trust's WU Position: Q1 2017 in Review

New York Life Trust opened a new position in Western Union (WU) in Q1 2017: 108 shares worth $2K. The stake represents 0.1% of the portfolio and ranks #174 among its holdings. This is a return to the name: New York Life Trust previously reported a position in WU as recently as Q3 2016.

New York Life Trust first reported a position in WU in Q2 2013 and has held it in 14 quarters since. The position peaked at $136K in Q1 2015. 567 funds tracked by Wall St. Rank hold WU as of Q1 2017.

New York Life Trust held 108 shares of Western Union worth $2K as of Q1 2017.
Western Union was a new New York Life Trust position in Q1 2017.
Western Union made up 0.1% of New York Life Trust's portfolio in Q1 2017, its #174 holding.
New York Life Trust first reported a position in Western Union in Q2 2013 and has held it in 14 quarters since.
New York Life Trust's Western Union position peaked at $136K in Q1 2015.
567 funds tracked by Wall St. Rank held Western Union as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.