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Penseco Financial Services’s Western Union WU Stock Holding History

Penseco Financial 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
2013
Q3 		$293K Sell
15,700
-4,000
-20% -$71.9K 0.21% 86
2013
Q2 		$337K Buy
+19,700
New +$312K 0.26% 81

Other funds holding WU

LTI
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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Penseco Financial Services's WU Position: Q3 2013 in Review

Penseco Financial Services reduced its Western Union (WU) stake by 20% in Q3 2013, selling an estimated $71.9K and leaving 15,700 shares worth $293K. The position accounts for 0.21% of the portfolio, ranked #86.

Penseco Financial Services first reported a position in WU in Q2 2013 and has held it in 2 quarters since. The position peaked at $337K in Q2 2013. 592 funds tracked by Wall St. Rank hold WU as of Q3 2013.

  • Penseco Financial Services held 15,700 shares of Western Union worth $293K as of Q3 2013.
  • Penseco Financial Services sold 4,000 Western Union shares in Q3 2013, an estimated $71.9K.
  • Western Union made up 0.21% of Penseco Financial Services's portfolio in Q3 2013, its #86 holding.
  • Penseco Financial Services first reported a position in Western Union in Q2 2013 and has held it in 2 quarters since.
  • Penseco Financial Services's Western Union position peaked at $337K in Q2 2013.
  • 592 funds tracked by Wall St. Rank held Western Union as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.