Alexandria Capital’s Western Union WU Stock Holding History

Alexandria Capital’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	–	Sell	-2,900	Closed	-$56K	–	535
2017 Q3	$56K	Hold	2,900	–	–	0.01%	223
2017 Q2	$55K	Hold	2,900	–	–	0.01%	224
2017 Q1	$59K	Hold	2,900	–	–	0.01%	209
2016 Q4	$63K	Hold	2,900	–	–	0.02%	198
2016 Q3	$60K	Hold	2,900	–	–	0.01%	227
2016 Q2	$56K	Hold	2,900	–	–	0.01%	235
2016 Q1	$56K	Hold	2,900	–	–	0.01%	238
2015 Q4	$52K	Buy	2,900 +100	+4%	+$1.89K	0.01%	254
2015 Q3	$51K	Hold	2,800	–	–	0.01%	219
2015 Q2	$57K	Hold	2,800	–	–	0.01%	223
2015 Q1	$58K	Hold	2,800	–	–	0.02%	183
2014 Q4	$50K	Hold	2,800	–	–	0.02%	192
2014 Q3	$45K	Hold	2,800	–	–	0.02%	208
2014 Q2	$49K	Hold	2,800	–	–	0.02%	207
2014 Q1	$46K	Hold	2,800	–	–	0.02%	206
2013 Q4	$48K	Hold	2,800	–	–	0.02%	202
2013 Q3	$52K	Hold	2,800	–	–	0.02%	187
2013 Q2	$48K	Buy	+2,800	New	+$44.4K	0.02%	203

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

Alexandria Capital's WU Position: Q4 2017 in Review

Alexandria Capital sold out of Western Union (WU) in Q4 2017, closing a stake of 2,900 shares — an estimated $56K sold.

Alexandria Capital first reported a position in WU in Q2 2013 and held it in 18 quarters. The position peaked at $63K in Q4 2016. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

Alexandria Capital reported no remaining Western Union position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 2,900 Western Union shares in Q4 2017, an estimated $56K.
Alexandria Capital first reported a position in Western Union in Q2 2013 and held it in 18 quarters.
Alexandria Capital's Western Union position peaked at $63K in Q4 2016.
583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.