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Edge Wealth Management’s Western Union WU Stock Holding History

Edge 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
2020
Q3 		– Sell
-300
Closed -$6K – 635
2020
Q2 		$6K Hold
300
– – ﹤0.01% 538
2020
Q1 		$6K Hold
300
– – ﹤0.01% 458
2019
Q4 		$8K Buy
+300
New +$7.78K ﹤0.01% 450

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Edge Wealth Management's WU Position: Q3 2020 in Review

Edge Wealth Management sold out of Western Union (WU) in Q3 2020, closing a stake of 300 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in WU in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • Edge Wealth Management reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 300 Western Union shares in Q3 2020, an estimated $6K.
  • Edge Wealth Management first reported a position in Western Union in Q4 2019 and held it in 3 quarters.
  • Edge Wealth Management's Western Union position peaked at $8K in Q4 2019.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.