Wolf Group Capital Advisors’s Western Union WU Stock Holding History

Wolf Group Capital 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 Q4	–	Sell	-13,822	Closed	-$254K	–	121
2015 Q3	$254K	Sell	13,822 -34,136	-71%	-$650K	0.2%	91
2015 Q2	$975K	Sell	47,958 -92,803	-66%	-$1.98M	0.65%	62
2015 Q1	$2.93M	Sell	140,761 -575	-0.4%	-$10.7K	2.02%	11
2014 Q4	$2.53M	Buy	141,336 +5,400	+4%	+$93.6K	1.83%	18
2014 Q3	$2.18M	Buy	135,936 +554	+0.4%	+$9.53K	1.63%	20
2014 Q2	$2.35M	Buy	135,382 +1,970	+1%	+$31.8K	1.71%	18
2014 Q1	$2.18M	Buy	133,412 +8,886	+7%	+$145K	1.69%	18
2013 Q4	$2.15M	Buy	+124,526	New	+$2.18M	1.73%	14

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wolf Group Capital Advisors's WU Position: Q4 2015 in Review

Wolf Group Capital Advisors sold out of Western Union (WU) in Q4 2015, closing a stake of 13,822 shares — an estimated $254K sold.

Wolf Group Capital Advisors first reported a position in WU in Q4 2013 and held it in 8 quarters. The position peaked at $2.93M in Q1 2015. 588 funds tracked by Wall St. Rank hold WU as of Q4 2015.

Wolf Group Capital Advisors reported no remaining Western Union position as of Q4 2015 after selling out during the quarter.
Wolf Group Capital Advisors sold 13,822 Western Union shares in Q4 2015, an estimated $254K.
Wolf Group Capital Advisors first reported a position in Western Union in Q4 2013 and held it in 8 quarters.
Wolf Group Capital Advisors's Western Union position peaked at $2.93M in Q1 2015.
588 funds tracked by Wall St. Rank held Western Union as of Q4 2015.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.