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Arete Wealth Advisors’s Western Union WU Stock Holding History

Arete Wealth 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
2017
Q3 		– Sell
-18,600
Closed -$354K – 278
2017
Q2 		$354K Sell
18,600
-1,100
-6% -$21.3K 0.16% 171
2017
Q1 		$401K Buy
+19,700
New +$402K 0.17% 123

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
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
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

Arete Wealth Advisors's WU Position: Q3 2017 in Review

Arete Wealth Advisors sold out of Western Union (WU) in Q3 2017, closing a stake of 18,600 shares — an estimated $354K sold.

Arete Wealth Advisors first reported a position in WU in Q1 2017 and held it in 2 quarters. The position peaked at $401K in Q1 2017. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

  • Arete Wealth Advisors reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,600 Western Union shares in Q3 2017, an estimated $354K.
  • Arete Wealth Advisors first reported a position in Western Union in Q1 2017 and held it in 2 quarters.
  • Arete Wealth Advisors's Western Union position peaked at $401K in Q1 2017.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on Arete Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.