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Affinity Investment Advisors’s Western Union WU Stock Holding History

Affinity Investment Advisors’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
Q1 		– Sell
-8,210
Closed -$220K – 158
2019
Q4 		$220K Buy
+8,210
New +$213K 0.08% 137
2015
Q4 		– Sell
-10,109
Closed -$186K – 156
2015
Q3 		$186K Buy
+10,109
New +$192K 0.02% 136

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affinity Investment Advisors's WU Position: Q1 2020 in Review

Affinity Investment Advisors sold out of Western Union (WU) in Q1 2020, closing a stake of 8,210 shares — an estimated $220K sold.

Affinity Investment Advisors first reported a position in WU in Q3 2015 and held it in 2 quarters. The position peaked at $220K in Q4 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Affinity Investment Advisors reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 8,210 Western Union shares in Q1 2020, an estimated $220K.
  • Affinity Investment Advisors first reported a position in Western Union in Q3 2015 and held it in 2 quarters.
  • Affinity Investment Advisors's Western Union position peaked at $220K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Affinity Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.