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Alterna Wealth Management’s Western Union WU Stock Holding History

Alterna 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
-10,126
Closed -$187K – 106
2019
Q1 		$187K Sell
10,126
-18,916
-65% -$340K 0.16% 90
2018
Q4 		$533K Buy
+29,042
New +$528K 0.09% 165

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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

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

Alterna Wealth Management sold out of Western Union (WU) in Q2 2019, closing a stake of 10,126 shares — an estimated $187K sold.

Alterna Wealth Management first reported a position in WU in Q4 2018 and held it in 2 quarters. The position peaked at $533K in Q4 2018. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

  • Alterna Wealth Management reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 10,126 Western Union shares in Q2 2019, an estimated $187K.
  • Alterna Wealth Management first reported a position in Western Union in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Western Union position peaked at $533K in Q4 2018.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Alterna Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.