AHL Partners’s Western Union WU Stock Holding History

AHL Partners’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	$6.55M	Sell	344,713 -193,801	-36%	-$3.8M	0.1%	382
2017 Q3	$10.3M	Buy	538,514 +92,395	+21%	+$1.76M	0.18%	151
2017 Q2	$8.5M	Sell	446,119 -10,877	-2%	-$211K	0.18%	144
2017 Q1	$9.3M	Buy	456,996 +256,982	+128%	+$5.25M	0.21%	139
2016 Q4	$4.34M	Sell	200,014 -173,702	-46%	-$3.61M	0.13%	301
2016 Q3	$7.78M	Buy	373,716 +208,450	+126%	+$4.28M	0.29%	56
2016 Q2	$3.17M	Buy	165,266 +103,880	+169%	+$2.02M	0.17%	136
2016 Q1	$1.18M	Sell	61,386 -272,274	-82%	-$4.9M	0.07%	345
2015 Q4	$5.98M	Buy	333,660 +229,748	+221%	+$4.34M	0.46%	13
2015 Q3	$1.91M	Sell	103,912 -129,736	-56%	-$2.47M	0.3%	74
2015 Q2	$4.75M	Buy	233,648 +54,997	+31%	+$1.17M	0.19%	205
2015 Q1	$3.72M	Buy	178,651 +37,654	+27%	+$701K	0.15%	291
2014 Q4	$2.52M	Buy	140,997 +110,252	+359%	+$1.91M	0.13%	341
2014 Q3	$493K	Buy	+30,745	New	+$529K	0.04%	491

Other funds holding WU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AHL Partners's WU Position: Q4 2017 in Review

AHL Partners reduced its Western Union (WU) stake by 36% in Q4 2017, selling an estimated $3.8M and leaving 344,713 shares worth $6.55M. The position accounts for 0.1% of the portfolio, ranked #382.

AHL Partners first reported a position in WU in Q3 2014 and has held it in 14 quarters since. The position peaked at $10.3M in Q3 2017. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

AHL Partners held 344,713 shares of Western Union worth $6.55M as of Q4 2017.
AHL Partners sold 193,801 Western Union shares in Q4 2017, an estimated $3.8M.
Western Union made up 0.1% of AHL Partners's portfolio in Q4 2017, its #382 holding.
AHL Partners first reported a position in Western Union in Q3 2014 and has held it in 14 quarters since.
AHL Partners's Western Union position peaked at $10.3M in Q3 2017.
583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.