Stevens First Principles Investment Advisors’s Western Union WU Stock Holding History

Stevens First Principles Investment 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
2015 Q2	–	Sell	-5,890	Closed	-$123K	–	241
2015 Q1	$123K	Hold	5,890	–	–	0.08%	101
2014 Q4	$105K	Sell	5,890 -403,599	-99%	-$7M	0.07%	104
2014 Q3	$6.57M	Buy	409,489 +1,975	+0.5%	+$34K	3.67%	1
2014 Q2	$7.07M	Sell	407,514 -640	-0.2%	-$10.3K	3.88%	1
2014 Q1	$6.68M	Sell	408,154 -20,846	-5%	-$339K	4.33%	1
2013 Q4	$7.4M	Sell	429,000 -13,795	-3%	-$242K	4.39%	1
2013 Q3	$8.28M	Sell	442,795 -2,105	-0.5%	-$37.8K	4.92%	1
2013 Q2	$7.61M	Buy	+444,900	New	+$7.05M	5.36%	1

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stevens First Principles Investment Advisors's WU Position: Q2 2015 in Review

Stevens First Principles Investment Advisors sold out of Western Union (WU) in Q2 2015, closing a stake of 5,890 shares — an estimated $123K sold.

Stevens First Principles Investment Advisors first reported a position in WU in Q2 2013 and held it in 8 quarters. The position peaked at $8.28M in Q3 2013. 580 funds tracked by Wall St. Rank hold WU as of Q2 2015.

Stevens First Principles Investment Advisors reported no remaining Western Union position as of Q2 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 5,890 Western Union shares in Q2 2015, an estimated $123K.
Stevens First Principles Investment Advisors first reported a position in Western Union in Q2 2013 and held it in 8 quarters.
Stevens First Principles Investment Advisors's Western Union position peaked at $8.28M in Q3 2013.
580 funds tracked by Wall St. Rank held Western Union as of Q2 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2015, filed 5 Aug 2015.