EA
WU icon

Edge Advisors’s Western Union WU Stock Holding History

Edge Advisors’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
Q2 		$21K Hold
1,047
– – ﹤0.01% 637
2018
Q1 		$20K Hold
1,047
– – ﹤0.01% 647
2017
Q4 		$19K Hold
1,047
– – ﹤0.01% 681
2017
Q3 		$20K Hold
1,047
– – ﹤0.01% 659
2017
Q2 		$19K Hold
1,047
– – ﹤0.01% 668
2017
Q1 		$21K Sell
1,047
-8
-0.8% -$163 ﹤0.01% 672
2016
Q4 		$22K Buy
+1,055
New +$21.9K ﹤0.01% 616

Other funds holding WU

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
BlackRock
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Edge Advisors's WU Position: Q2 2018 in Review

Edge Advisors held its Western Union (WU) position steady in Q2 2018 at 1,047 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Edge Advisors first reported a position in WU in Q4 2016 and has held it in 7 quarters since. The position peaked at $22K in Q4 2016. 559 funds tracked by Wall St. Rank hold WU as of Q2 2018.

  • Edge Advisors held 1,047 shares of Western Union worth $21K as of Q2 2018.
  • Edge Advisors left its Western Union share count unchanged in Q2 2018.
  • Western Union made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #637 holding.
  • Edge Advisors first reported a position in Western Union in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Western Union position peaked at $22K in Q4 2016.
  • 559 funds tracked by Wall St. Rank held Western Union as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.