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Baystate Wealth Management’s Western Union WU Stock Holding History

Baystate Wealth 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
2019
Q2 		– Sell
-50
Closed -$1K – 681
2019
Q1 		$1K Buy
+50
New +$899 ﹤0.01% 635
2017
Q3 		– Sell
-10
Closed -$1K – 691
2017
Q2 		$1K Hold
10
– – ﹤0.01% 637
2017
Q1 		$1K Buy
+10
New +$204 ﹤0.01% 602

Other funds holding WU

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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

Baystate Wealth Management's WU Position: Q2 2019 in Review

Baystate Wealth Management sold out of Western Union (WU) in Q2 2019, closing a stake of 50 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in WU in Q1 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

  • Baystate Wealth Management reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 50 Western Union shares in Q2 2019, an estimated $1K.
  • Baystate Wealth Management first reported a position in Western Union in Q1 2017 and held it in 3 quarters.
  • Baystate Wealth Management's Western Union position peaked at $1K in Q1 2019.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Baystate Wealth Management's 13F filing for Q2 2019, filed 2 Jul 2019.