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Sarah Ketterer’s Western Union WU Stock Holding History

Sarah Ketterer’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
Q2 		– Sell
-2,619,065
Closed -$45.1M – 76
2014
Q1 		$45.1M Sell
2,619,065
-412,200
-14% -$6.71M 2.03% 19
2013
Q4 		$54.6M Buy
3,031,265
+576,600
+23% +$10.1M 3.1% 12
2013
Q3 		$47.3M Buy
2,454,665
+767,100
+45% +$13.8M 3.86% 8
2013
Q2 		$30.7M Buy
+1,687,565
New +$26.7M 3.24% 7

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sarah Ketterer's WU Position: Q2 2014 in Review

Sarah Ketterer sold out of Western Union (WU) in Q2 2014, closing a stake of 2,619,065 shares — an estimated $45.1M sold.

Sarah Ketterer first reported a position in WU in Q2 2013 and held it in 4 quarters. The position peaked at $54.6M in Q4 2013. 556 funds tracked by Wall St. Rank hold WU as of Q2 2014.

  • Sarah Ketterer reported no remaining Western Union position as of Q2 2014 after selling out during the quarter.
  • Sarah Ketterer sold 2,619,065 Western Union shares in Q2 2014, an estimated $45.1M.
  • Sarah Ketterer first reported a position in Western Union in Q2 2013 and held it in 4 quarters.
  • Sarah Ketterer's Western Union position peaked at $54.6M in Q4 2013.
  • 556 funds tracked by Wall St. Rank held Western Union as of Q2 2014.

Based on Causeway Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.