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Rotella Capital Management’s Western Union WU Stock Holding History

Rotella Capital Management’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
Q1 		– Sell
-10,100
Closed -$181K – 618
2014
Q4 		$181K Buy
+10,100
New +$175K 0.16% 156

Other funds holding WU

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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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rotella Capital Management's WU Position: Q1 2015 in Review

Rotella Capital Management sold out of Western Union (WU) in Q1 2015, closing a stake of 10,100 shares — an estimated $181K sold.

Rotella Capital Management first reported a position in WU in Q4 2014 and held it in 1 quarter. The position peaked at $181K in Q4 2014. 576 funds tracked by Wall St. Rank hold WU as of Q1 2015.

  • Rotella Capital Management reported no remaining Western Union position as of Q1 2015 after selling out during the quarter.
  • Rotella Capital Management sold 10,100 Western Union shares in Q1 2015, an estimated $181K.
  • Rotella Capital Management first reported a position in Western Union in Q4 2014 and held it in 1 quarter.
  • Rotella Capital Management's Western Union position peaked at $181K in Q4 2014.
  • 576 funds tracked by Wall St. Rank held Western Union as of Q1 2015.

Based on Rotella Capital Management's 13F filing for Q1 2015, filed 4 May 2015.