TradeWorx’s Western Union WU Stock Holding History

TradeWorx’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	-10,808	Closed	-$186K	–	568
2013 Q4	$186K	Buy	+10,808	New	+$189K	0.08%	403

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

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

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 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

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

TradeWorx's WU Position: Q1 2014 in Review

TradeWorx sold out of Western Union (WU) in Q1 2014, closing a stake of 10,808 shares — an estimated $186K sold.

TradeWorx first reported a position in WU in Q4 2013 and held it in 1 quarter. The position peaked at $186K in Q4 2013. 561 funds tracked by Wall St. Rank hold WU as of Q1 2014.

TradeWorx reported no remaining Western Union position as of Q1 2014 after selling out during the quarter.
TradeWorx sold 10,808 Western Union shares in Q1 2014, an estimated $186K.
TradeWorx first reported a position in Western Union in Q4 2013 and held it in 1 quarter.
TradeWorx's Western Union position peaked at $186K in Q4 2013.
561 funds tracked by Wall St. Rank held Western Union as of Q1 2014.

Based on TradeWorx's 13F filing for Q1 2014, filed 2 Jun 2014.