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Placemark Investments’s Western Union WU Stock Holding History

Placemark 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
2014
Q4 		$11.8M Sell
656,706
-4,001
-0.6% -$69.4K 0.21% 111
2014
Q3 		$10.6M Buy
660,707
+225,958
+52% +$3.89M 0.2% 123
2014
Q2 		$7.54M Buy
434,749
+88,559
+26% +$1.43M 0.13% 188
2014
Q1 		$5.67M Buy
346,190
+70,618
+26% +$1.15M 0.11% 212
2013
Q4 		$4.75M Buy
275,572
+26,201
+11% +$459K 0.08% 298
2013
Q3 		$4.65M Buy
249,371
+37,242
+18% +$669K 0.09% 281
2013
Q2 		$3.63M Buy
+212,129
New +$3.36M 0.08% 305

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
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

Placemark Investments's WU Position: Q4 2014 in Review

Placemark Investments reduced its Western Union (WU) stake by 0.61% in Q4 2014, selling an estimated $69.4K and leaving 656,706 shares worth $11.8M. The position accounts for 0.21% of the portfolio, ranked #111.

Placemark Investments first reported a position in WU in Q2 2013 and has held it in 7 quarters since. 587 funds tracked by Wall St. Rank hold WU as of Q4 2014.

  • Placemark Investments held 656,706 shares of Western Union worth $11.8M as of Q4 2014.
  • Placemark Investments sold 4,001 Western Union shares in Q4 2014, an estimated $69.4K.
  • Western Union made up 0.21% of Placemark Investments's portfolio in Q4 2014, its #111 holding.
  • Placemark Investments first reported a position in Western Union in Q2 2013 and has held it in 7 quarters since.
  • 587 funds tracked by Wall St. Rank held Western Union as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.