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Partnervest Advisory Services’s Western Union WU Stock Holding History

Partnervest Advisory 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
2014
Q3 		– Sell
-1,884
Closed -$33K – 814
2014
Q2 		$33K Hold
1,884
– – 0.01% 437
2014
Q1 		$31K Hold
1,884
– – 0.01% 412
2013
Q4 		$32K Buy
+1,884
New +$33K 0.01% 392

Other funds holding WU

Capital Research Global Investors
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partnervest Advisory Services's WU Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Western Union (WU) in Q3 2014, closing a stake of 1,884 shares — an estimated $33K sold.

Partnervest Advisory Services first reported a position in WU in Q4 2013 and held it in 3 quarters. The position peaked at $33K in Q2 2014. 562 funds tracked by Wall St. Rank hold WU as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Western Union position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,884 Western Union shares in Q3 2014, an estimated $33K.
  • Partnervest Advisory Services first reported a position in Western Union in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Western Union position peaked at $33K in Q2 2014.
  • 562 funds tracked by Wall St. Rank held Western Union as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.