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WFG Advisors’s Western Union WU Stock Holding History

WFG Advisors’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
2015
Q3 		– Sell
-328
Closed -$7K – 1724
2015
Q2 		$7K Sell
328
-390
-54% -$8.3K ﹤0.01% 1282
2015
Q1 		$15K Buy
718
+6
+0.8% +$112 ﹤0.01% 1085
2014
Q4 		$13K Sell
712
-51
-7% -$884 ﹤0.01% 1374
2014
Q3 		$12K Buy
763
+71
+10% +$1.22K ﹤0.01% 1445
2014
Q2 		$12K Sell
692
-126
-15% -$2.04K ﹤0.01% 1436
2014
Q1 		$13K Buy
818
+6
+0.7% +$98 ﹤0.01% 1401
2013
Q4 		$14K Buy
812
+59
+8% +$1.03K ﹤0.01% 1484
2013
Q3 		$14K Sell
753
-600
-44% -$10.8K ﹤0.01% 1414
2013
Q2 		$23K Buy
+1,353
New +$21.4K ﹤0.01% 1173

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

WFG Advisors's WU Position: Q3 2015 in Review

WFG Advisors sold out of Western Union (WU) in Q3 2015, closing a stake of 328 shares — an estimated $7K sold.

WFG Advisors first reported a position in WU in Q2 2013 and held it in 9 quarters. The position peaked at $23K in Q2 2013. 559 funds tracked by Wall St. Rank hold WU as of Q3 2015.

  • WFG Advisors reported no remaining Western Union position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 328 Western Union shares in Q3 2015, an estimated $7K.
  • WFG Advisors first reported a position in Western Union in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's Western Union position peaked at $23K in Q2 2013.
  • 559 funds tracked by Wall St. Rank held Western Union as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.