Clear Investment Research’s Western Union WU Stock Holding History

Clear Investment Research’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	–	Sell	-109	Closed	-$3K	–	401
2019 Q3	$3K	Hold	109	–	–	0.01%	101
2019 Q2	$2K	Hold	109	–	–	﹤0.01%	129
2019 Q1	$2K	Hold	109	–	–	﹤0.01%	125
2018 Q4	$2K	Hold	109	–	–	﹤0.01%	119
2018 Q3	$2K	Buy	+109	New	+$2.12K	﹤0.01%	129

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

Clear Investment Research's WU Position: Q4 2019 in Review

Clear Investment Research sold out of Western Union (WU) in Q4 2019, closing a stake of 109 shares — an estimated $3K sold.

Clear Investment Research first reported a position in WU in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q3 2019. 600 funds tracked by Wall St. Rank hold WU as of Q4 2019.

Clear Investment Research reported no remaining Western Union position as of Q4 2019 after selling out during the quarter.
Clear Investment Research sold 109 Western Union shares in Q4 2019, an estimated $3K.
Clear Investment Research first reported a position in Western Union in Q3 2018 and held it in 5 quarters.
Clear Investment Research's Western Union position peaked at $3K in Q3 2019.
600 funds tracked by Wall St. Rank held Western Union as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.