Doyle Wealth Management’s Western Union WU Stock Holding History

Doyle 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
2019 Q3	–	Sell	-382	Closed	-$8K	–	772
2019 Q2	$8K	Buy	+382	New	+$7.45K	﹤0.01%	678
2019 Q1	–	Sell	-200	Closed	-$3K	–	764
2018 Q4	$3K	Buy	+200	New	+$3.64K	﹤0.01%	781

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

CCP

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

Doyle Wealth Management's WU Position: Q3 2019 in Review

Doyle Wealth Management sold out of Western Union (WU) in Q3 2019, closing a stake of 382 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in WU in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

Doyle Wealth Management reported no remaining Western Union position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 382 Western Union shares in Q3 2019, an estimated $8K.
Doyle Wealth Management first reported a position in Western Union in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Western Union position peaked at $8K in Q2 2019.
543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.