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Weatherly Asset Management’s Western Union WU Stock Holding History

Weatherly Asset 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
2013
Q3 		– Sell
-10,439
Closed -$179K – 143
2013
Q2 		$179K Buy
+10,439
New +$165K 0.1% 129

Other funds holding WU

LTI
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
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
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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Weatherly Asset Management's WU Position: Q3 2013 in Review

Weatherly Asset Management sold out of Western Union (WU) in Q3 2013, closing a stake of 10,439 shares — an estimated $179K sold.

Weatherly Asset Management first reported a position in WU in Q2 2013 and held it in 1 quarter. The position peaked at $179K in Q2 2013. 593 funds tracked by Wall St. Rank hold WU as of Q3 2013.

  • Weatherly Asset Management reported no remaining Western Union position as of Q3 2013 after selling out during the quarter.
  • Weatherly Asset Management sold 10,439 Western Union shares in Q3 2013, an estimated $179K.
  • Weatherly Asset Management first reported a position in Western Union in Q2 2013 and held it in 1 quarter.
  • Weatherly Asset Management's Western Union position peaked at $179K in Q2 2013.
  • 593 funds tracked by Wall St. Rank held Western Union as of Q3 2013.

Based on Weatherly Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.