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Osborn Williams & Donohoe’s Western Union WU Stock Holding History

Osborn Williams & Donohoe’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 		– Sell
-38,605
Closed -$619K – 242
2014
Q3 		$619K Sell
38,605
-10,091
-21% -$174K 0.13% 131
2014
Q2 		$863K Sell
48,696
-1,037
-2% -$16.8K 0.18% 109
2014
Q1 		$814K Buy
49,733
+104
+0.2% +$1.69K 0.18% 107
2013
Q4 		$856K Sell
49,629
-3,197
-6% -$56K 0.19% 105
2013
Q3 		$986K Buy
52,826
+5,950
+13% +$107K 0.24% 93
2013
Q2 		$802K Buy
+46,876
New +$743K 0.21% 99

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

Osborn Williams & Donohoe's WU Position: Q4 2014 in Review

Osborn Williams & Donohoe sold out of Western Union (WU) in Q4 2014, closing a stake of 38,605 shares — an estimated $619K sold.

Osborn Williams & Donohoe first reported a position in WU in Q2 2013 and held it in 6 quarters. The position peaked at $986K in Q3 2013. 586 funds tracked by Wall St. Rank hold WU as of Q4 2014.

  • Osborn Williams & Donohoe reported no remaining Western Union position as of Q4 2014 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 38,605 Western Union shares in Q4 2014, an estimated $619K.
  • Osborn Williams & Donohoe first reported a position in Western Union in Q2 2013 and held it in 6 quarters.
  • Osborn Williams & Donohoe's Western Union position peaked at $986K in Q3 2013.
  • 586 funds tracked by Wall St. Rank held Western Union as of Q4 2014.

Based on Osborn Williams & Donohoe's 13F filing for Q4 2014, filed 9 Jan 2015.