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Smith & Howard Wealth Management’s Western Union WU Stock Holding History

Smith & Howard Wealth 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
2013
Q4 		– Sell
-400
Closed -$7K – 262
2013
Q3 		$7K Hold
400
– – ﹤0.01% 213
2013
Q2 		$7K Buy
+400
New +$6.34K ﹤0.01% 190

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Smith & Howard Wealth Management's WU Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of Western Union (WU) in Q4 2013, closing a stake of 400 shares — an estimated $7K sold.

Smith & Howard Wealth Management first reported a position in WU in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 598 funds tracked by Wall St. Rank hold WU as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining Western Union position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 400 Western Union shares in Q4 2013, an estimated $7K.
  • Smith & Howard Wealth Management first reported a position in Western Union in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Western Union position peaked at $7K in Q3 2013.
  • 598 funds tracked by Wall St. Rank held Western Union as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.