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Summit Financial Wealth Advisors’s Western Union WU Stock Holding History

Summit Financial Wealth 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
Q4 		– Sell
-2,909
Closed -$53K – 216
2015
Q3 		$53K Hold
2,909
– – 0.03% 123
2015
Q2 		$59K Hold
2,909
– – 0.04% 126
2015
Q1 		$64K Sell
2,909
-2,381
-45% -$44.3K 0.04% 107
2014
Q4 		$95K Buy
+5,290
New +$91.7K 0.07% 91

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Summit Financial Wealth Advisors's WU Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Western Union (WU) in Q4 2015, closing a stake of 2,909 shares — an estimated $53K sold.

Summit Financial Wealth Advisors first reported a position in WU in Q4 2014 and held it in 4 quarters. The position peaked at $95K in Q4 2014. 587 funds tracked by Wall St. Rank hold WU as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Western Union position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,909 Western Union shares in Q4 2015, an estimated $53K.
  • Summit Financial Wealth Advisors first reported a position in Western Union in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Western Union position peaked at $95K in Q4 2014.
  • 587 funds tracked by Wall St. Rank held Western Union as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.