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Brinker Capital’s Western Union WU Stock Holding History

Brinker Capital’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
-89,095
Closed -$1.7M – 996
2018
Q3 		$1.7M Buy
89,095
+6,653
+8% +$129K 0.06% 343
2018
Q2 		$1.68M Buy
+82,442
New +$1.64M 0.06% 321

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Brinker Capital's WU Position: Q4 2018 in Review

Brinker Capital sold out of Western Union (WU) in Q4 2018, closing a stake of 89,095 shares — an estimated $1.7M sold.

Brinker Capital first reported a position in WU in Q2 2018 and held it in 2 quarters. The position peaked at $1.7M in Q3 2018. 554 funds tracked by Wall St. Rank hold WU as of Q4 2018.

  • Brinker Capital reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
  • Brinker Capital sold 89,095 Western Union shares in Q4 2018, an estimated $1.7M.
  • Brinker Capital first reported a position in Western Union in Q2 2018 and held it in 2 quarters.
  • Brinker Capital's Western Union position peaked at $1.7M in Q3 2018.
  • 554 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Brinker Capital's 13F filing for Q4 2018, filed 14 Feb 2019.