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Pinnacle Summer Investments’s Western Union WU Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-6,535
Closed -$120K – 1031
2015
Q3 		$120K Buy
+6,535
New +$124K 0.02% 352
2015
Q2 		– Sell
-6,535
Closed -$136K – 963
2015
Q1 		$136K Hold
6,535
– – 0.02% 354
2014
Q4 		$117K Hold
6,535
– – 0.01% 385
2014
Q3 		$105K Hold
6,535
– – 0.01% 407
2014
Q2 		$113K Hold
6,535
– – 0.01% 375
2014
Q1 		$104K Hold
6,535
– – 0.01% 355
2013
Q4 		$113K Hold
6,535
– – 0.02% 339
2013
Q3 		$122K Hold
6,535
– – 0.02% 298
2013
Q2 		$112K Buy
+6,535
New +$104K 0.03% 267

Other funds holding WU

Capital Research Global Investors
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Pinnacle Summer Investments's WU Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Western Union (WU) in Q4 2015, closing a stake of 6,535 shares — an estimated $120K sold.

Pinnacle Summer Investments first reported a position in WU in Q2 2013 and held it in 9 quarters. The position peaked at $136K in Q1 2015. 588 funds tracked by Wall St. Rank hold WU as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Western Union position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 6,535 Western Union shares in Q4 2015, an estimated $120K.
  • Pinnacle Summer Investments first reported a position in Western Union in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Western Union position peaked at $136K in Q1 2015.
  • 588 funds tracked by Wall St. Rank held Western Union as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.