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Center for Financial Planning’s Western Union WU Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-542
Closed -$10K – 588
2020
Q1 		$10K Buy
+542
New +$13.3K ﹤0.01% 333

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Center for Financial Planning's WU Position: Q2 2020 in Review

Center for Financial Planning sold out of Western Union (WU) in Q2 2020, closing a stake of 542 shares — an estimated $10K sold.

Center for Financial Planning first reported a position in WU in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

  • Center for Financial Planning reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 542 Western Union shares in Q2 2020, an estimated $10K.
  • Center for Financial Planning first reported a position in Western Union in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Western Union position peaked at $10K in Q1 2020.
  • 575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.