WIL
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Winifred I. Li’s Western Union WU Stock Holding History

Winifred I. Li’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
Q4 		$14K Buy
808
+737
+1,038% +$12.8K 0.01% 386
2014
Q3 		$1K Buy
+71
New +$1.22K ﹤0.01% 438

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winifred I. Li's WU Position: Q4 2014 in Review

Winifred I. Li increased its Western Union (WU) stake by 1,038% in Q4 2014, buying an estimated $12.8K and bringing the position to 808 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #386.

Winifred I. Li first reported a position in WU in Q3 2014 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold WU as of Q4 2014.

  • Winifred I. Li held 808 shares of Western Union worth $14K as of Q4 2014.
  • Winifred I. Li bought 737 Western Union shares in Q4 2014, an estimated $12.8K.
  • Western Union made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #386 holding.
  • Winifred I. Li first reported a position in Western Union in Q3 2014 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held Western Union as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.