BDO Wealth Advisors’s Western Union WU Stock Holding History

BDO 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
2019 Q2	–	Sell	-208	Closed	-$4K	–	703
2019 Q1	$4K	Hold	208	–	–	﹤0.01%	522
2018 Q4	$4K	Hold	208	–	–	﹤0.01%	465
2018 Q3	$4K	Hold	208	–	–	﹤0.01%	523
2018 Q2	$4K	Hold	208	–	–	﹤0.01%	531
2018 Q1	$4K	Hold	208	–	–	﹤0.01%	463
2017 Q4	$4K	Hold	208	–	–	﹤0.01%	395
2017 Q3	$4K	Sell	208 -200	-49%	-$3.81K	﹤0.01%	361
2017 Q2	$8K	Buy	+408	New	+$7.9K	﹤0.01%	404

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

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

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

BDO Wealth Advisors's WU Position: Q2 2019 in Review

BDO Wealth Advisors sold out of Western Union (WU) in Q2 2019, closing a stake of 208 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in WU in Q2 2017 and held it in 8 quarters. The position peaked at $8K in Q2 2017. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

BDO Wealth Advisors reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
BDO Wealth Advisors sold 208 Western Union shares in Q2 2019, an estimated $4K.
BDO Wealth Advisors first reported a position in Western Union in Q2 2017 and held it in 8 quarters.
BDO Wealth Advisors's Western Union position peaked at $8K in Q2 2017.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.