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Philadelphia Financial Management of San Francisco’s Western Union WU Stock Holding History

Philadelphia Financial Management of San Francisco’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
Q4 		– Sell
-448,831
Closed -$8.38M – 42
2013
Q3 		$8.38M Buy
+448,831
New +$8.06M 2.34% 20

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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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 16.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's WU Position: Q4 2013 in Review

Philadelphia Financial Management of San Francisco sold out of Western Union (WU) in Q4 2013, closing a stake of 448,831 shares — an estimated $8.38M sold.

Philadelphia Financial Management of San Francisco first reported a position in WU in Q3 2013 and held it in 1 quarter. The position peaked at $8.38M in Q3 2013. 600 funds tracked by Wall St. Rank hold WU as of Q4 2013.

  • Philadelphia Financial Management of San Francisco reported no remaining Western Union position as of Q4 2013 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 448,831 Western Union shares in Q4 2013, an estimated $8.38M.
  • Philadelphia Financial Management of San Francisco first reported a position in Western Union in Q3 2013 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's Western Union position peaked at $8.38M in Q3 2013.
  • 600 funds tracked by Wall St. Rank held Western Union as of Q4 2013.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2013, filed 14 Feb 2014.