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Stifel Trust’s Western Union WU Stock Holding History

Stifel Trust’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 		$4K Hold
200
– – ﹤0.01% 491
2014
Q2 		$4K Buy
+200
New +$3.23K ﹤0.01% 429
2014
Q1 		– Sell
-525
Closed -$10K – 463
2013
Q4 		$10K Hold
525
– – ﹤0.01% 390
2013
Q3 		$10K Hold
525
– – ﹤0.01% 388
2013
Q2 		$9K Buy
+525
New +$8.32K ﹤0.01% 391

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

Stifel Trust's WU Position: Q3 2014 in Review

Stifel Trust held its Western Union (WU) position steady in Q3 2014 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Stifel Trust first reported a position in WU in Q2 2013 and has held it in 5 quarters since. The position peaked at $10K in Q4 2013. 562 funds tracked by Wall St. Rank hold WU as of Q3 2014.

  • Stifel Trust held 200 shares of Western Union worth $4K as of Q3 2014.
  • Stifel Trust left its Western Union share count unchanged in Q3 2014.
  • Western Union made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #491 holding.
  • Stifel Trust first reported a position in Western Union in Q2 2013 and has held it in 5 quarters since.
  • Stifel Trust's Western Union position peaked at $10K in Q4 2013.
  • 562 funds tracked by Wall St. Rank held Western Union as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.