Crow Point Partners’s Western Union WU Stock Holding History

Crow Point Partners’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
2017 Q2	–	Sell	-3,040	Closed	-$62K	–	280
2017 Q1	$62K	Sell	3,040 -2,356	-44%	-$48.1K	0.01%	225
2016 Q4	$117K	Sell	5,396 -1,406	-21%	-$29.2K	0.02%	144
2016 Q3	$139K	Buy	+6,802	New	+$140K	0.02%	188
2015 Q3	$256K	Sell	13,952 -8,076	-37%	-$154K	0.04%	169
2015 Q2	$448K	Buy	22,028 +3,460	+19%	+$73.6K	0.07%	129
2015 Q1	$386K	Buy	+18,568	New	+$346K	0.05%	140
2014 Q3	$234K	Buy	+14,610	New	+$251K	0.03%	175

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Crow Point Partners's WU Position: Q2 2017 in Review

Crow Point Partners sold out of Western Union (WU) in Q2 2017, closing a stake of 3,040 shares — an estimated $62K sold.

Crow Point Partners first reported a position in WU in Q3 2014 and held it in 7 quarters. The position peaked at $448K in Q2 2015. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

Crow Point Partners reported no remaining Western Union position as of Q2 2017 after selling out during the quarter.
Crow Point Partners sold 3,040 Western Union shares in Q2 2017, an estimated $62K.
Crow Point Partners first reported a position in Western Union in Q3 2014 and held it in 7 quarters.
Crow Point Partners's Western Union position peaked at $448K in Q2 2015.
549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

Based on Crow Point Partners's 13F filing for Q2 2017, filed 17 Jul 2017.