Aevitas Wealth Management’s Western Union WU Stock Holding History

Aevitas Wealth 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
2019 Q2	–	Sell	-353	Closed	-$6K	–	356
2019 Q1	$6K	Buy	353 +1	+0.3%	+$18	0.01%	332
2018 Q4	$6K	Buy	352 +2	+0.6%	+$36	0.01%	337
2018 Q3	$7K	Buy	350 +1	+0.3%	+$19	0.01%	374
2018 Q2	$7K	Sell	349 -497	-59%	-$9.9K	0.01%	357
2018 Q1	$16K	Hold	846	–	–	0.02%	280
2017 Q4	$16K	Buy	+846	New	+$16.6K	0.02%	280

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JAM

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

Aevitas Wealth Management's WU Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Western Union (WU) in Q2 2019, closing a stake of 353 shares — an estimated $6K sold.

Aevitas Wealth Management first reported a position in WU in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q1 2018. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Aevitas Wealth Management reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 353 Western Union shares in Q2 2019, an estimated $6K.
Aevitas Wealth Management first reported a position in Western Union in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Western Union position peaked at $16K in Q1 2018.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.