Destination Wealth Management’s Western Union WU Stock Holding History

Destination Wealth 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
2018 Q4	–	Sell	-400	Closed	-$8K	–	712
2018 Q3	$8K	Buy	+400	New	+$7.76K	﹤0.01%	480
2015 Q3	–	Sell	-35,665	Closed	-$725K	–	225
2015 Q2	$725K	Buy	+35,665	New	+$759K	0.05%	149

Other funds holding WU

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

ACM

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

Destination Wealth Management's WU Position: Q4 2018 in Review

Destination Wealth Management sold out of Western Union (WU) in Q4 2018, closing a stake of 400 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in WU in Q2 2015 and held it in 2 quarters. The position peaked at $725K in Q2 2015. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Destination Wealth Management reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 400 Western Union shares in Q4 2018, an estimated $8K.
Destination Wealth Management first reported a position in Western Union in Q2 2015 and held it in 2 quarters.
Destination Wealth Management's Western Union position peaked at $725K in Q2 2015.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.