Avantax Planning Partners’s Western Union WU Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-3,586	Closed	-$68K	–	1203
2018 Q3	$68K	Buy	+3,586	New	+$69.6K	0.01%	423
2018 Q2	–	Sell	-3,678	Closed	-$71K	–	1499
2018 Q1	$71K	Buy	+3,678	New	+$73.8K	0.01%	466
2017 Q1	–	Sell	-10,267	Closed	-$223K	–	348
2016 Q4	$223K	Buy	+10,267	New	+$213K	0.02%	279

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Avantax Planning Partners's WU Position: Q4 2018 in Review

Avantax Planning Partners sold out of Western Union (WU) in Q4 2018, closing a stake of 3,586 shares — an estimated $68K sold.

Avantax Planning Partners first reported a position in WU in Q4 2016 and held it in 3 quarters. The position peaked at $223K in Q4 2016. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Avantax Planning Partners reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 3,586 Western Union shares in Q4 2018, an estimated $68K.
Avantax Planning Partners first reported a position in Western Union in Q4 2016 and held it in 3 quarters.
Avantax Planning Partners's Western Union position peaked at $223K in Q4 2016.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.