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UBS’s Western Union WU Stock Holding History

UBS’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 		$42K Sell
2,600
-4,900
-65% -$84.3K ﹤0.01% 7059
2014
Q2 		$130K Buy
7,500
+400
+6% +$6.46K ﹤0.01% 5640
2014
Q1 		$116K Sell
7,100
-24,800
-78% -$404K ﹤0.01% 5808
2013
Q4 		$550K Sell
31,900
-400
-1% -$7.01K ﹤0.01% 4218
2013
Q3 		$603K Sell
32,300
-7,600
-19% -$137K ﹤0.01% 3923
2013
Q2 		$683K Buy
+39,900
New +$632K ﹤0.01% 3748

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

UBS's WU Position: Q3 2014 in Review

UBS increased its Western Union (WU) stake by 0.91% in Q3 2014, buying an estimated $92K and bringing the position to 594,328 shares worth $9.53M. The position accounts for 0.01% of the portfolio, ranked #1486.

UBS first reported a position in WU in Q2 2013 and has held it in 6 quarters since. The position peaked at $10.2M in Q2 2014. 564 funds tracked by Wall St. Rank hold WU as of Q3 2014.

  • UBS held 594,328 shares of Western Union worth $9.53M as of Q3 2014.
  • UBS bought 5,345 Western Union shares in Q3 2014, an estimated $92K.
  • Western Union made up 0.01% of UBS's portfolio in Q3 2014, its #1486 holding.
  • UBS first reported a position in Western Union in Q2 2013 and has held it in 6 quarters since.
  • UBS's Western Union position peaked at $10.2M in Q2 2014.
  • 564 funds tracked by Wall St. Rank held Western Union as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.