Clarfeld Financial Advisors’s Western Union WU Stock Holding History

Clarfeld Financial Advisors’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	$5K	Buy	+299	New	+$5.44K	﹤0.01%	337

Other funds holding WU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Clarfeld Financial Advisors's WU Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Western Union (WU) in Q4 2018: 299 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

554 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Clarfeld Financial Advisors held 299 shares of Western Union worth $5K as of Q4 2018.
Western Union was a new Clarfeld Financial Advisors position in Q4 2018.
Western Union made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #337 holding.
554 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.