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Perennial Investment Partners’s Western Union WU Stock Holding History

Perennial Investment Partners’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
-154,370
Closed -$2.48M – 61
2014
Q3 		$2.48M Buy
+154,370
New +$2.66M 1.39% 27

Other funds holding WU

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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

Perennial Investment Partners's WU Position: Q4 2014 in Review

Perennial Investment Partners sold out of Western Union (WU) in Q4 2014, closing a stake of 154,370 shares — an estimated $2.48M sold.

Perennial Investment Partners first reported a position in WU in Q3 2014 and held it in 1 quarter. The position peaked at $2.48M in Q3 2014. 588 funds tracked by Wall St. Rank hold WU as of Q4 2014.

  • Perennial Investment Partners reported no remaining Western Union position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 154,370 Western Union shares in Q4 2014, an estimated $2.48M.
  • Perennial Investment Partners first reported a position in Western Union in Q3 2014 and held it in 1 quarter.
  • Perennial Investment Partners's Western Union position peaked at $2.48M in Q3 2014.
  • 588 funds tracked by Wall St. Rank held Western Union as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.