Advisory Alpha’s Western Union WU Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-95	Closed	-$2K	–	660
2020 Q3	$2K	Buy	+95	New	+$2.16K	﹤0.01%	629
2020 Q2	–	Sell	-95	Closed	-$1.81K	–	625
2020 Q1	$1.81K	Hold	95	–	–	﹤0.01%	603
2019 Q4	$2.52K	Hold	95	–	–	﹤0.01%	649
2019 Q3	$2.22K	Buy	+95	New	+$2.05K	﹤0.01%	639

Other funds holding WU

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Alpha's WU Position: Q4 2020 in Review

Advisory Alpha sold out of Western Union (WU) in Q4 2020, closing a stake of 95 shares — an estimated $2K sold.

Advisory Alpha first reported a position in WU in Q3 2019 and held it in 4 quarters. The position peaked at $2.52K in Q4 2019. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

Advisory Alpha reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 95 Western Union shares in Q4 2020, an estimated $2K.
Advisory Alpha first reported a position in Western Union in Q3 2019 and held it in 4 quarters.
Advisory Alpha's Western Union position peaked at $2.52K in Q4 2019.
580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.