Capital International Investors’s Western Union WU Stock Holding History

Capital International Investors’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 Q3	–	Sell	-400,000	Closed	-$8.13M	–	396
2018 Q2	$8.13M	Hold	400,000	–	–	0.01%	218
2018 Q1	$7.69M	Hold	400,000	–	–	0.01%	222
2017 Q4	$7.6M	Hold	400,000	–	–	0.01%	226
2017 Q3	$7.68M	Hold	400,000	–	–	0.01%	232
2017 Q2	$7.62M	Hold	400,000	–	–	0.01%	232
2017 Q1	$8.14M	Hold	400,000	–	–	0.01%	235
2016 Q4	$8.69M	Hold	400,000	–	–	0.01%	234
2016 Q3	$8.33M	Hold	400,000	–	–	0.01%	245
2016 Q2	$7.67M	Hold	400,000	–	–	0.01%	247
2016 Q1	$7.72M	Hold	400,000	–	–	0.01%	248
2015 Q4	$7.16M	Hold	400,000	–	–	0.01%	255
2015 Q3	$7.34M	Hold	400,000	–	–	0.01%	249
2015 Q2	$8.13M	Hold	400,000	–	–	0.01%	246
2015 Q1	$8.32M	Hold	400,000	–	–	0.02%	245
2014 Q4	$7.16M	Hold	400,000	–	–	0.01%	242
2014 Q3	$6.42M	Hold	400,000	–	–	0.02%	233
2014 Q2	$6.94M	Hold	400,000	–	–	0.02%	215
2014 Q1	$6.54M	Hold	400,000	–	–	0.02%	203
2013 Q4	$6.9M	Hold	400,000	–	–	0.02%	198
2013 Q3	$7.46M	Hold	400,000	–	–	0.03%	187
2013 Q2	$6.84M	Buy	+400,000	New	+$6.34M	0.03%	187

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Capital International Investors's WU Position: Q3 2018 in Review

Capital International Investors sold out of Western Union (WU) in Q3 2018, closing a stake of 400,000 shares — an estimated $8.13M sold.

Capital International Investors first reported a position in WU in Q2 2013 and held it in 21 quarters. The position peaked at $8.69M in Q4 2016. 558 funds tracked by Wall St. Rank hold WU as of Q3 2018.

Capital International Investors reported no remaining Western Union position as of Q3 2018 after selling out during the quarter.
Capital International Investors sold 400,000 Western Union shares in Q3 2018, an estimated $8.13M.
Capital International Investors first reported a position in Western Union in Q2 2013 and held it in 21 quarters.
Capital International Investors's Western Union position peaked at $8.69M in Q4 2016.
558 funds tracked by Wall St. Rank held Western Union as of Q3 2018.

Based on Capital International Investors's 13F filing for Q3 2018, filed 14 Nov 2018.