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TCV Trust & Wealth Management’s Western Union WU Stock Holding History

TCV Trust & 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
Q2 		– Sell
-101,106
Closed -$1.65M – 178
2014
Q1 		$1.65M Sell
101,106
-495
-0.5% -$8.06K 0.28% 88
2013
Q4 		$1.75M Sell
101,601
-79,422
-44% -$1.39M 0.3% 85
2013
Q3 		$3.38M Buy
181,023
+814
+0.5% +$14.6K 0.66% 50
2013
Q2 		$3.08M Buy
+180,209
New +$2.86M 0.63% 56

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCV Trust & Wealth Management's WU Position: Q2 2014 in Review

TCV Trust & Wealth Management sold out of Western Union (WU) in Q2 2014, closing a stake of 101,106 shares — an estimated $1.65M sold.

TCV Trust & Wealth Management first reported a position in WU in Q2 2013 and held it in 4 quarters. The position peaked at $3.38M in Q3 2013. 555 funds tracked by Wall St. Rank hold WU as of Q2 2014.

  • TCV Trust & Wealth Management reported no remaining Western Union position as of Q2 2014 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 101,106 Western Union shares in Q2 2014, an estimated $1.65M.
  • TCV Trust & Wealth Management first reported a position in Western Union in Q2 2013 and held it in 4 quarters.
  • TCV Trust & Wealth Management's Western Union position peaked at $3.38M in Q3 2013.
  • 555 funds tracked by Wall St. Rank held Western Union as of Q2 2014.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2014, filed 8 Jul 2014.