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Evercore Wealth Management’s Western Union WU Stock Holding History

Evercore 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
2017
Q3 		– Sell
-1,377
Closed -$26K – 958
2017
Q2 		$26K Sell
1,377
-365
-21% -$7.07K ﹤0.01% 674
2017
Q1 		$35K Buy
1,742
+915
+111% +$18.7K ﹤0.01% 663
2016
Q4 		$18K Hold
827
– – ﹤0.01% 766
2016
Q3 		$17K Sell
827
-350
-30% -$7.19K ﹤0.01% 799
2016
Q2 		$23K Buy
1,177
+608
+107% +$11.8K ﹤0.01% 729
2016
Q1 		$11K Hold
569
– – ﹤0.01% 801
2015
Q4 		$10K Buy
+569
New +$10.7K ﹤0.01% 857
2014
Q2 		– Sell
-200
Closed -$3K – 1046
2014
Q1 		$3K Sell
200
-21,996
-99% -$358K ﹤0.01% 885
2013
Q4 		$382K Buy
22,196
+1,837
+9% +$32.2K 0.02% 294
2013
Q3 		$380K Buy
20,359
+1,946
+11% +$35K 0.02% 314
2013
Q2 		$315K Buy
+18,413
New +$292K 0.02% 347

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

Evercore Wealth Management's WU Position: Q3 2017 in Review

Evercore Wealth Management sold out of Western Union (WU) in Q3 2017, closing a stake of 1,377 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in WU in Q2 2013 and held it in 11 quarters. The position peaked at $382K in Q4 2013. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

  • Evercore Wealth Management reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,377 Western Union shares in Q3 2017, an estimated $26K.
  • Evercore Wealth Management first reported a position in Western Union in Q2 2013 and held it in 11 quarters.
  • Evercore Wealth Management's Western Union position peaked at $382K in Q4 2013.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.