CIBC Bank USA’s Western Union WU Stock Holding History

CIBC Bank USA’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 Q4	$594K	Hold	22,186	–	–	0.08%	153
2019 Q3	$514K	Hold	22,186	–	–	0.07%	156
2019 Q2	$441K	Hold	22,186	–	–	0.06%	170
2019 Q1	$410K	Sell	22,186 -769	-3%	-$13.8K	0.06%	171
2018 Q4	$391K	Sell	22,955 -585	-2%	-$10.6K	0.06%	165
2018 Q3	$449K	Hold	23,540	–	–	0.06%	168
2018 Q2	$479K	Hold	23,540	–	–	0.07%	158
2018 Q1	$453K	Hold	23,540	–	–	0.06%	161
2017 Q4	$447K	Hold	23,540	–	–	0.06%	168
2017 Q3	$452K	Hold	23,540	–	–	0.06%	162
2017 Q2	$448K	Hold	23,540	–	–	0.06%	163
2017 Q1	$479K	Sell	23,540 -410	-2%	-$8.37K	0.07%	157
2016 Q4	$520K	Hold	23,950	–	–	0.08%	147
2016 Q3	$499K	Sell	23,950 -500	-2%	-$10.3K	0.08%	150
2016 Q2	$469K	Hold	24,450	–	–	0.07%	149
2016 Q1	$472K	Sell	24,450 -2,049	-8%	-$36.9K	0.08%	141
2015 Q4	$474K	Sell	26,499 -513	-2%	-$9.69K	0.08%	152
2015 Q3	$496K	Buy	27,012 +12	+0%	+$228	0.09%	141
2015 Q2	$549K	Hold	27,000	–	–	0.09%	146
2015 Q1	$562K	Hold	27,000	–	–	0.1%	140
2014 Q4	$484K	Hold	27,000	–	–	0.08%	175
2014 Q3	$433K	Hold	27,000	–	–	0.09%	188
2014 Q2	$468K	Hold	27,000	–	–	0.09%	182
2014 Q1	$442K	Hold	27,000	–	–	0.09%	189
2013 Q4	$466K	Hold	27,000	–	–	0.1%	192
2013 Q3	$504K	Hold	27,000	–	–	0.12%	181
2013 Q2	$462K	Buy	+27,000	New	+$428K	0.03%	249

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

JAM

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

CIBC Bank USA's WU Position: Q4 2019 in Review

CIBC Bank USA held its Western Union (WU) position steady in Q4 2019 at 22,186 shares worth $594K. The position accounts for 0.08% of the portfolio, ranked #153.

CIBC Bank USA first reported a position in WU in Q2 2013 and has held it in 27 quarters since. 600 funds tracked by Wall St. Rank hold WU as of Q4 2019.

CIBC Bank USA held 22,186 shares of Western Union worth $594K as of Q4 2019.
CIBC Bank USA left its Western Union share count unchanged in Q4 2019.
Western Union made up 0.08% of CIBC Bank USA's portfolio in Q4 2019, its #153 holding.
CIBC Bank USA first reported a position in Western Union in Q2 2013 and has held it in 27 quarters since.
600 funds tracked by Wall St. Rank held Western Union as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.