ACA
WU icon

Aptus Capital Advisors’s Western Union WU Stock Holding History

Aptus 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
2020
Q1 		– Sell
-85,615
Closed -$2.29M – 539
2019
Q4 		$2.29M Buy
85,615
+23,100
+37% +$599K 0.16% 146
2019
Q3 		$1.45M Sell
62,515
-19,908
-24% -$430K 0.08% 146
2019
Q2 		$1.64M Sell
82,423
-11,478
-12% -$224K 0.23% 72
2019
Q1 		$1.73M Buy
93,901
+2,922
+3% +$52.5K 0.3% 75
2018
Q4 		$1.55M Buy
+90,979
New +$1.65M 0.41% 33

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aptus Capital Advisors's WU Position: Q1 2020 in Review

Aptus Capital Advisors sold out of Western Union (WU) in Q1 2020, closing a stake of 85,615 shares — an estimated $2.29M sold.

Aptus Capital Advisors first reported a position in WU in Q4 2018 and held it in 5 quarters. The position peaked at $2.29M in Q4 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Aptus Capital Advisors reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Aptus Capital Advisors sold 85,615 Western Union shares in Q1 2020, an estimated $2.29M.
  • Aptus Capital Advisors first reported a position in Western Union in Q4 2018 and held it in 5 quarters.
  • Aptus Capital Advisors's Western Union position peaked at $2.29M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Aptus Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.