Shepherd Kaplan Krochuk’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-41,000
| Closed | -$734K | – | 443 |
|
|
2014
Q4 | $734K | Sell |
41,000
-33,000
| -45% | -$591K | 0.12% | 153 |
|
|
2014
Q3 | $1.19M | Sell |
74,000
-4,300
| -5% | -$69K | 0.15% | 103 |
|
|
2014
Q2 | $1.36M | Sell |
78,300
-7,043
| -8% | -$122K | 0.14% | 108 |
|
|
2014
Q1 | $1.4M | Sell |
85,343
-2,000
| -2% | -$32.7K | 0.16% | 101 |
|
|
2013
Q4 | $1.51M | Sell |
87,343
-4,544
| -5% | -$78.4K | 0.19% | 90 |
|
|
2013
Q3 | $1.71M | Sell |
91,887
-1,000
| -1% | -$18.7K | 0.28% | 69 |
|
|
2013
Q2 | $1.59M | Buy |
+92,887
| New | +$1.59M | 0.31% | 73 |
|