Triangle Securities Wealth Management’s Western Union WU Stock Holding History

Triangle Securities 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
2016 Q2	–	Sell	-10,150	Closed	-$196K	–	136
2016 Q1	$196K	Sell	10,150 -252	-2%	-$4.53K	0.13%	135
2015 Q4	$186K	Hold	10,402	–	–	0.12%	117
2015 Q3	$191K	Buy	10,402 +252	+2%	+$4.8K	0.14%	130
2015 Q2	$206K	Hold	10,150	–	–	0.15%	131
2015 Q1	$211K	Sell	10,150 -2,700	-21%	-$50.3K	0.15%	134
2014 Q4	$230K	Sell	12,850 -42,020	-77%	-$729K	0.16%	119
2014 Q3	$880K	Sell	54,870 -2,625	-5%	-$45.2K	0.68%	57
2014 Q2	$997K	Buy	57,495 +17,960	+45%	+$290K	0.76%	47
2014 Q1	$595K	Sell	39,535 -12,650	-24%	-$206K	0.53%	64
2013 Q4	$900K	Buy	52,185 +13,510	+35%	+$237K	0.73%	48
2013 Q3	$722K	Sell	38,675 -160	-0.4%	-$2.88K	0.63%	58
2013 Q2	$664K	Buy	+38,835	New	+$615K	0.49%	64

Other funds holding WU

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

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

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

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 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) 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Triangle Securities Wealth Management's WU Position: Q2 2016 in Review

Triangle Securities Wealth Management sold out of Western Union (WU) in Q2 2016, closing a stake of 10,150 shares — an estimated $196K sold.

Triangle Securities Wealth Management first reported a position in WU in Q2 2013 and held it in 12 quarters. The position peaked at $997K in Q2 2014. 557 funds tracked by Wall St. Rank hold WU as of Q2 2016.

Triangle Securities Wealth Management reported no remaining Western Union position as of Q2 2016 after selling out during the quarter.
Triangle Securities Wealth Management sold 10,150 Western Union shares in Q2 2016, an estimated $196K.
Triangle Securities Wealth Management first reported a position in Western Union in Q2 2013 and held it in 12 quarters.
Triangle Securities Wealth Management's Western Union position peaked at $997K in Q2 2014.
557 funds tracked by Wall St. Rank held Western Union as of Q2 2016.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2016, filed 7 Jul 2016.