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Anchor Capital Advisors’s Western Union WU Stock Holding History

Anchor Capital 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
2019
Q2 		– Sell
-850,217
Closed -$15.7K – 256
2019
Q1 		$15.7K Sell
850,217
-239,296
-22% -$4.3M 0.33% 83
2018
Q4 		$18.6M Sell
1,089,513
-84,027
-7% -$1.53M 0.76% 62
2018
Q3 		$22.4M Sell
1,173,540
-9,848
-0.8% -$191K 0.81% 54
2018
Q2 		$24.1M Sell
1,183,388
-130,456
-10% -$2.6M 0.88% 45
2018
Q1 		$25.3M Buy
1,313,844
+4,035
+0.3% +$81K 0.88% 45
2017
Q4 		$24.9M Sell
1,309,809
-10,727
-0.8% -$211K 0.88% 48
2017
Q3 		$25.4M Buy
1,320,536
+4,154
+0.3% +$79.2K 0.91% 43
2017
Q2 		$25.1M Sell
1,316,382
-62,457
-5% -$1.21M 0.92% 42
2017
Q1 		$28.1M Buy
1,378,839
+2,259
+0.2% +$46.1K 0.97% 38
2016
Q4 		$29.9M Sell
1,376,580
-332,682
-19% -$6.9M 1.13% 29
2016
Q3 		$35.6M Sell
1,709,262
-863,401
-34% -$17.7M 1.19% 30
2016
Q2 		$49.3M Sell
2,572,663
-86,864
-3% -$1.69M 1.25% 27
2016
Q1 		$51.3M Sell
2,659,527
-115,728
-4% -$2.08M 1.23% 29
2015
Q4 		$49.7M Sell
2,775,255
-34,536
-1% -$652K 1.26% 30
2015
Q3 		$51.6M Sell
2,809,791
-51,638
-2% -$983K 1.32% 26
2015
Q2 		$58.2M Sell
2,861,429
-77,150
-3% -$1.64M 1.31% 23
2015
Q1 		$61.2M Sell
2,938,579
-232,473
-7% -$4.33M 1.33% 23
2014
Q4 		$56.8M Buy
3,171,052
+570,083
+22% +$9.89M 1.15% 29
2014
Q3 		$41.7M Buy
+2,600,969
New +$44.8M 0.86% 45
2013
Q4 		– Sell
-44,410
Closed -$829K – 309
2013
Q3 		$829K Buy
44,410
+10,570
+31% +$190K 0.02% 189
2013
Q2 		$579K Buy
+33,840
New +$536K 0.01% 220

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

Anchor Capital Advisors's WU Position: Q2 2019 in Review

Anchor Capital Advisors sold out of Western Union (WU) in Q2 2019, closing a stake of 850,217 shares — an estimated $15.7K sold.

Anchor Capital Advisors first reported a position in WU in Q2 2013 and held it in 21 quarters. The position peaked at $61.2M in Q1 2015. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

  • Anchor Capital Advisors reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
  • Anchor Capital Advisors sold 850,217 Western Union shares in Q2 2019, an estimated $15.7K.
  • Anchor Capital Advisors first reported a position in Western Union in Q2 2013 and held it in 21 quarters.
  • Anchor Capital Advisors's Western Union position peaked at $61.2M in Q1 2015.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Anchor Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.