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Simply Money Advisors’s Western Union WU Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-170
Closed -$3K – 367
2013
Q2 		$3K Buy
+170
New +$2.69K ﹤0.01% 365

Other funds holding WU

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Simply Money Advisors's WU Position: Q3 2013 in Review

Simply Money Advisors sold out of Western Union (WU) in Q3 2013, closing a stake of 170 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in WU in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 592 funds tracked by Wall St. Rank hold WU as of Q3 2013.

  • Simply Money Advisors reported no remaining Western Union position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 170 Western Union shares in Q3 2013, an estimated $3K.
  • Simply Money Advisors first reported a position in Western Union in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Western Union position peaked at $3K in Q2 2013.
  • 592 funds tracked by Wall St. Rank held Western Union as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.