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Peachtree Investment Advisors’s Western Union WU Stock Holding History

Peachtree Investment Advisors’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
2015
Q1 		– Sell
-1,660
Closed -$30K – 349
2014
Q4 		$30K Sell
1,660
-209
-11% -$3.62K 0.02% 232
2014
Q3 		$30K Buy
+1,869
New +$32.2K 0.02% 235

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peachtree Investment Advisors's WU Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of Western Union (WU) in Q1 2015, closing a stake of 1,660 shares — an estimated $30K sold.

Peachtree Investment Advisors first reported a position in WU in Q3 2014 and held it in 2 quarters. The position peaked at $30K in Q4 2014. 577 funds tracked by Wall St. Rank hold WU as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining Western Union position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,660 Western Union shares in Q1 2015, an estimated $30K.
  • Peachtree Investment Advisors first reported a position in Western Union in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's Western Union position peaked at $30K in Q4 2014.
  • 577 funds tracked by Wall St. Rank held Western Union as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.