Academy Capital Management’s Western Union WU Stock Holding History

Academy Capital 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
2018 Q3	–	Sell	-57,097	Closed	-$1.16M	–	39
2018 Q2	$1.16M	Sell	57,097 -2,356	-4%	-$46.9K	0.29%	28
2018 Q1	$1.14M	Buy	59,453 +445	+0.8%	+$8.93K	0.32%	27
2017 Q4	$1.12M	Sell	59,008 -1,350	-2%	-$26.5K	0.31%	26
2017 Q3	$1.16M	Buy	60,358 +92	+0.2%	+$1.75K	0.33%	26
2017 Q2	$1.15M	Sell	60,266 -188	-0.3%	-$3.64K	0.32%	29
2017 Q1	$1.23M	Sell	60,454 -731	-1%	-$14.9K	0.34%	30
2016 Q4	$1.33M	Sell	61,185 -50	-0.1%	-$1.04K	0.36%	32
2016 Q3	$1.27M	Sell	61,235 -92	-0.2%	-$1.89K	0.34%	32
2016 Q2	$1.24M	Sell	61,327 -1,185	-2%	-$23K	0.32%	33
2016 Q1	$1.21M	Sell	62,512 -280,965	-82%	-$5.05M	0.29%	35
2015 Q4	$6.15M	Sell	343,477 -578,594	-63%	-$10.9M	1.39%	31
2015 Q3	$17.8M	Buy	922,071 +456,111	+98%	+$8.68M	3.53%	9
2015 Q2	$9.47M	Sell	465,960 -37,494	-7%	-$798K	1.96%	24
2015 Q1	$10.5M	Buy	503,454 +10,364	+2%	+$193K	2.06%	23
2014 Q4	$8.83M	Buy	+493,090	New	+$8.55M	1.75%	23

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Academy Capital Management's WU Position: Q3 2018 in Review

Academy Capital Management sold out of Western Union (WU) in Q3 2018, closing a stake of 57,097 shares — an estimated $1.16M sold.

Academy Capital Management first reported a position in WU in Q4 2014 and held it in 15 quarters. The position peaked at $17.8M in Q3 2015. 557 funds tracked by Wall St. Rank hold WU as of Q3 2018.

Academy Capital Management reported no remaining Western Union position as of Q3 2018 after selling out during the quarter.
Academy Capital Management sold 57,097 Western Union shares in Q3 2018, an estimated $1.16M.
Academy Capital Management first reported a position in Western Union in Q4 2014 and held it in 15 quarters.
Academy Capital Management's Western Union position peaked at $17.8M in Q3 2015.
557 funds tracked by Wall St. Rank held Western Union as of Q3 2018.

Based on Academy Capital Management's 13F filing for Q3 2018, filed 2 Nov 2018.