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Smith Salley Wealth Management’s Western Union WU Stock Holding History

Smith Salley 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
2014
Q3 		– Sell
-10,840
Closed -$188K – 190
2014
Q2 		$188K Buy
+10,840
New +$175K 0.05% 183

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith Salley Wealth Management's WU Position: Q3 2014 in Review

Smith Salley Wealth Management sold out of Western Union (WU) in Q3 2014, closing a stake of 10,840 shares — an estimated $188K sold.

Smith Salley Wealth Management first reported a position in WU in Q2 2014 and held it in 1 quarter. The position peaked at $188K in Q2 2014. 562 funds tracked by Wall St. Rank hold WU as of Q3 2014.

  • Smith Salley Wealth Management reported no remaining Western Union position as of Q3 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 10,840 Western Union shares in Q3 2014, an estimated $188K.
  • Smith Salley Wealth Management first reported a position in Western Union in Q2 2014 and held it in 1 quarter.
  • Smith Salley Wealth Management's Western Union position peaked at $188K in Q2 2014.
  • 562 funds tracked by Wall St. Rank held Western Union as of Q3 2014.

Based on Smith Salley Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.