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Santa Fe Partners’s Western Union WU Stock Holding History

Santa Fe 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
2015
Q4 		– Sell
-16,565
Closed -$304K – 587
2015
Q3 		$304K Sell
16,565
-33,405
-67% -$636K 0.04% 414
2015
Q2 		$1.01M Buy
49,970
+29,982
+150% +$638K 0.14% 276
2015
Q1 		$416K Buy
19,988
+41
+0.2% +$763 0.05% 413
2014
Q4 		$357K Buy
+19,947
New +$346K 0.04% 417

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 $544B AUM 28.31% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 18.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Santa Fe Partners's WU Position: Q4 2015 in Review

Santa Fe Partners sold out of Western Union (WU) in Q4 2015, closing a stake of 16,565 shares — an estimated $304K sold.

Santa Fe Partners first reported a position in WU in Q4 2014 and held it in 4 quarters. The position peaked at $1.01M in Q2 2015. 587 funds tracked by Wall St. Rank hold WU as of Q4 2015.

  • Santa Fe Partners reported no remaining Western Union position as of Q4 2015 after selling out during the quarter.
  • Santa Fe Partners sold 16,565 Western Union shares in Q4 2015, an estimated $304K.
  • Santa Fe Partners first reported a position in Western Union in Q4 2014 and held it in 4 quarters.
  • Santa Fe Partners's Western Union position peaked at $1.01M in Q2 2015.
  • 587 funds tracked by Wall St. Rank held Western Union as of Q4 2015.

Based on Santa Fe Partners's 13F filing for Q4 2015, filed 12 Feb 2016.