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Anchor Investment Management’s Western Union WU Stock Holding History

Anchor Investment 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
2018
Q1 		– Sell
-300
Closed -$5.7K – 827
2017
Q4 		$5.7K Hold
300
– – ﹤0.01% 699
2017
Q3 		$5.76K Hold
300
– – ﹤0.01% 679
2017
Q2 		$5.71K Hold
300
– – ﹤0.01% 616
2017
Q1 		$6.11K Sell
300
-500
-63% -$10.2K ﹤0.01% 608
2016
Q4 		$17.4K Sell
800
-1,000
-56% -$20.8K 0.01% 484
2016
Q3 		$37.5K Sell
1,800
-500
-22% -$10.3K 0.01% 383
2016
Q2 		$44.1K Hold
2,300
– – 0.02% 365
2016
Q1 		$44.4K Buy
+2,300
New +$41.4K 0.02% 355

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Anchor Investment Management's WU Position: Q1 2018 in Review

Anchor Investment Management sold out of Western Union (WU) in Q1 2018, closing a stake of 300 shares — an estimated $5.7K sold.

Anchor Investment Management first reported a position in WU in Q1 2016 and held it in 8 quarters. The position peaked at $44.4K in Q1 2016. 569 funds tracked by Wall St. Rank hold WU as of Q1 2018.

  • Anchor Investment Management reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
  • Anchor Investment Management sold 300 Western Union shares in Q1 2018, an estimated $5.7K.
  • Anchor Investment Management first reported a position in Western Union in Q1 2016 and held it in 8 quarters.
  • Anchor Investment Management's Western Union position peaked at $44.4K in Q1 2016.
  • 569 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Anchor Investment Management's 13F filing for Q1 2018, filed 3 Jan 2024.