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Wright Investors Service’s Western Union WU Stock Holding History

Wright Investors Service’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
-25,825
Closed -$474K – 257
2015
Q3 		$474K Buy
+25,825
New +$491K 0.21% 138
2014
Q3 		– Sell
-14,466
Closed -$251K – 222
2014
Q2 		$251K Sell
14,466
-225
-2% -$3.63K 0.11% 190
2014
Q1 		$240K Sell
14,691
-476
-3% -$7.75K 0.11% 195
2013
Q4 		$262K Buy
15,167
+1
+0% +$18 0.12% 193
2013
Q3 		$283K Sell
15,166
-3
-0% -$54 0.13% 191
2013
Q2 		$260K Buy
+15,169
New +$240K 0.12% 190

Other funds holding WU

Capital Research Global Investors
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
Bank of New York Mellon
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
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)
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wright Investors Service's WU Position: Q4 2015 in Review

Wright Investors Service sold out of Western Union (WU) in Q4 2015, closing a stake of 25,825 shares — an estimated $474K sold.

Wright Investors Service first reported a position in WU in Q2 2013 and held it in 6 quarters. The position peaked at $474K in Q3 2015. 587 funds tracked by Wall St. Rank hold WU as of Q4 2015.

  • Wright Investors Service reported no remaining Western Union position as of Q4 2015 after selling out during the quarter.
  • Wright Investors Service sold 25,825 Western Union shares in Q4 2015, an estimated $474K.
  • Wright Investors Service first reported a position in Western Union in Q2 2013 and held it in 6 quarters.
  • Wright Investors Service's Western Union position peaked at $474K in Q3 2015.
  • 587 funds tracked by Wall St. Rank held Western Union as of Q4 2015.

Based on Wright Investors Service's 13F filing for Q4 2015, filed 27 Jan 2016.