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Sterneck Capital Management’s Western Union WU Stock Holding History

Sterneck Capital 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
Q1 		– Sell
-14,377
Closed -$248K – 152
2013
Q4 		$248K Buy
+14,377
New +$252K 0.15% 122
2013
Q3 		– Sell
-220,568
Closed -$3.77M – 157
2013
Q2 		$3.77M Buy
+220,568
New +$3.49M 2.38% 3

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

Sterneck Capital Management's WU Position: Q1 2014 in Review

Sterneck Capital Management sold out of Western Union (WU) in Q1 2014, closing a stake of 14,377 shares — an estimated $248K sold.

Sterneck Capital Management first reported a position in WU in Q2 2013 and held it in 2 quarters. The position peaked at $3.77M in Q2 2013. 561 funds tracked by Wall St. Rank hold WU as of Q1 2014.

  • Sterneck Capital Management reported no remaining Western Union position as of Q1 2014 after selling out during the quarter.
  • Sterneck Capital Management sold 14,377 Western Union shares in Q1 2014, an estimated $248K.
  • Sterneck Capital Management first reported a position in Western Union in Q2 2013 and held it in 2 quarters.
  • Sterneck Capital Management's Western Union position peaked at $3.77M in Q2 2013.
  • 561 funds tracked by Wall St. Rank held Western Union as of Q1 2014.

Based on Sterneck Capital Management's 13F filing for Q1 2014, filed 15 May 2014.