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Elgethun Capital Management’s Western Union WU Stock Holding History

Elgethun Capital 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
2017
Q3 		– Sell
-37,215
Closed -$709K – 88
2017
Q2 		$709K Sell
37,215
-4,651
-11% -$90K 0.55% 47
2017
Q1 		$852K Sell
41,866
-21,753
-34% -$444K 0.68% 41
2016
Q4 		$1.38M Buy
+63,619
New +$1.32M 1.08% 33

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Elgethun Capital Management's WU Position: Q3 2017 in Review

Elgethun Capital Management sold out of Western Union (WU) in Q3 2017, closing a stake of 37,215 shares — an estimated $709K sold.

Elgethun Capital Management first reported a position in WU in Q4 2016 and held it in 3 quarters. The position peaked at $1.38M in Q4 2016. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

  • Elgethun Capital Management reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
  • Elgethun Capital Management sold 37,215 Western Union shares in Q3 2017, an estimated $709K.
  • Elgethun Capital Management first reported a position in Western Union in Q4 2016 and held it in 3 quarters.
  • Elgethun Capital Management's Western Union position peaked at $1.38M in Q4 2016.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on Elgethun Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.