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Copeland Capital Management’s Western Union WU Stock Holding History

Copeland Capital Management’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
Q1 		– Sell
-79
Closed -$1K – 283
2018
Q4 		$1K Buy
+79
New +$1.44K ﹤0.01% 270

Other funds holding WU

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Copeland Capital Management's WU Position: Q1 2019 in Review

Copeland Capital Management sold out of Western Union (WU) in Q1 2019, closing a stake of 79 shares — an estimated $1K sold.

Copeland Capital Management first reported a position in WU in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

  • Copeland Capital Management reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
  • Copeland Capital Management sold 79 Western Union shares in Q1 2019, an estimated $1K.
  • Copeland Capital Management first reported a position in Western Union in Q4 2018 and held it in 1 quarter.
  • Copeland Capital Management's Western Union position peaked at $1K in Q4 2018.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on Copeland Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.