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DT Investment Partners’s Western Union WU Stock Holding History

DT Investment 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
2020
Q2 		– Sell
-39,092
Closed -$709K – 128
2020
Q1 		$709K Sell
39,092
-224,702
-85% -$5.51M 0.12% 70
2019
Q4 		$7.07M Buy
263,794
+8,755
+3% +$227K 0.65% 23
2019
Q3 		$5.91M Buy
255,039
+10,711
+4% +$231K 0.77% 16
2019
Q2 		$4.86M Buy
244,328
+21,068
+9% +$411K 0.67% 18
2019
Q1 		$4.12M Buy
223,260
+7,701
+4% +$138K 0.58% 23
2018
Q4 		$3.68M Buy
+215,559
New +$3.92M 0.59% 25

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

DT Investment Partners's WU Position: Q2 2020 in Review

DT Investment Partners sold out of Western Union (WU) in Q2 2020, closing a stake of 39,092 shares — an estimated $709K sold.

DT Investment Partners first reported a position in WU in Q4 2018 and held it in 6 quarters. The position peaked at $7.07M in Q4 2019. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

  • DT Investment Partners reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
  • DT Investment Partners sold 39,092 Western Union shares in Q2 2020, an estimated $709K.
  • DT Investment Partners first reported a position in Western Union in Q4 2018 and held it in 6 quarters.
  • DT Investment Partners's Western Union position peaked at $7.07M in Q4 2019.
  • 575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on DT Investment Partners's 13F filing for Q2 2020, filed 10 Aug 2020.