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Advisor Group’s Western Union WU Stock Holding History

Advisor Group’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
2019
Q4 		$573K Sell
21,450
-44,580
-68% -$1.16M ﹤0.01% 1570
2019
Q3 		$1.53M Sell
66,030
-17,028
-21% -$368K 0.01% 896
2019
Q2 		$1.65M Buy
83,058
+110
+0.1% +$2.14K 0.01% 840
2019
Q1 		$1.53M Buy
82,948
+4,844
+6% +$87.1K 0.01% 835
2018
Q4 		$1.33M Sell
78,104
-32,224
-29% -$586K 0.01% 804
2018
Q3 		$2.1M Buy
110,328
+29,723
+37% +$577K 0.02% 621
2018
Q2 		$1.64M Sell
80,605
-9,329
-10% -$186K 0.02% 622
2018
Q1 		$1.73M Buy
89,934
+1,302
+1% +$26.1K 0.02% 615
2017
Q4 		$1.68M Buy
88,632
+30,113
+51% +$591K 0.02% 624
2017
Q3 		$1.12M Sell
58,519
-4,879
-8% -$93K 0.02% 737
2017
Q2 		$1.21M Buy
63,398
+4,946
+8% +$95.7K 0.02% 662
2017
Q1 		$1.19M Sell
58,452
-210
-0.4% -$4.29K 0.02% 634
2016
Q4 		$1.27M Buy
58,662
+2,824
+5% +$58.6K 0.03% 571
2016
Q3 		$1.16M Buy
55,838
+5,411
+11% +$111K 0.03% 580
2016
Q2 		$964K Buy
+50,427
New +$979K 0.03% 637

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Advisor Group's WU Position: Q4 2019 in Review

Advisor Group reduced its Western Union (WU) stake by 68% in Q4 2019, selling an estimated $1.16M and leaving 21,450 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Advisor Group first reported a position in WU in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.1M in Q3 2018. 600 funds tracked by Wall St. Rank hold WU as of Q4 2019.

  • Advisor Group held 21,450 shares of Western Union worth $573K as of Q4 2019.
  • Advisor Group sold 44,580 Western Union shares in Q4 2019, an estimated $1.16M.
  • Western Union made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1570 holding.
  • Advisor Group first reported a position in Western Union in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Western Union position peaked at $2.1M in Q3 2018.
  • 600 funds tracked by Wall St. Rank held Western Union as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.