Ferris Capital’s Western Union WU Stock Holding History

Ferris Capital’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
2019 Q2	–	Sell	-110	Closed	-$2K	–	621
2019 Q1	$2K	Sell	110 -73	-40%	-$1.31K	﹤0.01%	627
2018 Q4	$3K	Sell	183 -95	-34%	-$1.73K	﹤0.01%	572
2018 Q3	$5K	Hold	278	–	–	﹤0.01%	563
2018 Q2	$6K	Buy	278 +37	+15%	+$737	﹤0.01%	539
2018 Q1	$5K	Buy	+241	New	+$4.84K	﹤0.01%	579
2017 Q3	–	Sell	-325	Closed	-$6K	–	573
2017 Q2	$6K	Buy	+325	New	+$6.29K	﹤0.01%	528

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Ferris Capital's WU Position: Q2 2019 in Review

Ferris Capital sold out of Western Union (WU) in Q2 2019, closing a stake of 110 shares — an estimated $2K sold.

Ferris Capital first reported a position in WU in Q2 2017 and held it in 6 quarters. The position peaked at $6K in Q2 2018. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Ferris Capital reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 110 Western Union shares in Q2 2019, an estimated $2K.
Ferris Capital first reported a position in Western Union in Q2 2017 and held it in 6 quarters.
Ferris Capital's Western Union position peaked at $6K in Q2 2018.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.