Capital Guardian Trust’s Western Union WU Stock Holding History

Capital Guardian Trust’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 Q2	–	Sell	-471	Closed	-$10K	–	557
2017 Q1	$10K	Hold	471	–	–	﹤0.01%	540
2016 Q4	$10K	Sell	471 -121	-20%	-$2.51K	﹤0.01%	578
2016 Q3	$12K	Hold	592	–	–	﹤0.01%	556
2016 Q2	$11K	Hold	592	–	–	﹤0.01%	549
2016 Q1	$11K	Hold	592	–	–	﹤0.01%	591
2015 Q4	$11K	Hold	592	–	–	﹤0.01%	579
2015 Q3	$11K	Hold	592	–	–	﹤0.01%	570
2015 Q2	$12K	Sell	592 -41	-6%	-$873	﹤0.01%	563
2015 Q1	$13K	Buy	+633	New	+$11.8K	﹤0.01%	570
2014 Q4	–	Sell	-120	Closed	-$2K	–	629
2014 Q3	$2K	Buy	+120	New	+$2.06K	﹤0.01%	603

Other funds holding WU

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

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

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

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

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 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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Capital Guardian Trust's WU Position: Q2 2017 in Review

Capital Guardian Trust sold out of Western Union (WU) in Q2 2017, closing a stake of 471 shares — an estimated $10K sold.

Capital Guardian Trust first reported a position in WU in Q3 2014 and held it in 10 quarters. The position peaked at $13K in Q1 2015. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

Capital Guardian Trust reported no remaining Western Union position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 471 Western Union shares in Q2 2017, an estimated $10K.
Capital Guardian Trust first reported a position in Western Union in Q3 2014 and held it in 10 quarters.
Capital Guardian Trust's Western Union position peaked at $13K in Q1 2015.
549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.