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Access Financial Services’s Western Union WU Stock Holding History

Access Financial Services’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
2017
Q4 		– Sell
-74,977
Closed -$1.44M – 77
2017
Q3 		$1.44M Buy
74,977
+3,557
+5% +$67.8K 1.1% 27
2017
Q2 		$1.36M Buy
71,420
+1,275
+2% +$24.7K 1.12% 24
2017
Q1 		$1.43M Buy
+70,145
New +$1.43M 1.2% 22

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Access Financial Services's WU Position: Q4 2017 in Review

Access Financial Services sold out of Western Union (WU) in Q4 2017, closing a stake of 74,977 shares — an estimated $1.44M sold.

Access Financial Services first reported a position in WU in Q1 2017 and held it in 3 quarters. The position peaked at $1.44M in Q3 2017. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

  • Access Financial Services reported no remaining Western Union position as of Q4 2017 after selling out during the quarter.
  • Access Financial Services sold 74,977 Western Union shares in Q4 2017, an estimated $1.44M.
  • Access Financial Services first reported a position in Western Union in Q1 2017 and held it in 3 quarters.
  • Access Financial Services's Western Union position peaked at $1.44M in Q3 2017.
  • 583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Access Financial Services's 13F filing for Q4 2017, filed 16 Jan 2018.