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Financial Architects (New Jersey)’s Western Union WU Stock Holding History

Financial Architects (New Jersey)’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
-264
Closed -$6K – 777
2020
Q2 		$6K Buy
264
+4
+2% +$81 ﹤0.01% 710
2020
Q1 		$5K Buy
260
+2
+0.8% +$49 ﹤0.01% 712
2019
Q4 		$7K Buy
258
+2
+0.8% +$52 ﹤0.01% 734
2019
Q3 		$6K Buy
256
+2
+0.8% +$43 ﹤0.01% 815
2019
Q2 		$5K Buy
254
+3
+1% +$58 ﹤0.01% 1006
2019
Q1 		$5K Sell
251
-13,662
-98% -$246K ﹤0.01% 1233
2018
Q4 		$237K Buy
13,913
+2
+0% +$36 0.05% 245
2018
Q3 		$265K Sell
13,911
-88
-0.6% -$1.71K 0.04% 260
2018
Q2 		$285K Buy
13,999
+93
+0.7% +$1.85K 0.05% 231
2018
Q1 		$267K Buy
13,906
+6,950
+100% +$140K 0.05% 249
2017
Q4 		$132K Buy
6,956
+2
+0% +$39 0.02% 428
2017
Q3 		$134K Buy
6,954
+3
+0% +$57 0.02% 432
2017
Q2 		$132K Buy
6,951
+144
+2% +$2.79K 0.02% 420
2017
Q1 		$139K Buy
6,807
+3,338
+96% +$68.1K 0.02% 380
2016
Q4 		$75K Buy
3,469
+2
+0.1% +$42 0.02% 464
2016
Q3 		$72K Sell
3,467
-368
-10% -$7.56K 0.02% 481
2016
Q2 		$74K Sell
3,835
-410
-10% -$7.96K 0.02% 442
2016
Q1 		$82K Buy
+4,245
New +$76.4K 0.03% 319
2015
Q3 		– Sell
-1,103
Closed -$22K – 931
2015
Q2 		$22K Buy
1,103
+2
+0.2% +$43 0.01% 625
2015
Q1 		$23K Buy
1,101
+678
+160% +$12.6K 0.01% 547
2014
Q4 		$8K Buy
423
+206
+95% +$3.57K ﹤0.01% 729
2014
Q3 		$3K Buy
+217
New +$3.73K ﹤0.01% 815
2013
Q4 		– Sell
-32
Closed -$1K – 575
2013
Q3 		$1K Buy
+32
New +$575 ﹤0.01% 719

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

Financial Architects (New Jersey)'s WU Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Western Union (WU) in Q3 2020, closing a stake of 264 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in WU in Q3 2013 and held it in 23 quarters. The position peaked at $285K in Q2 2018. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 264 Western Union shares in Q3 2020, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in Western Union in Q3 2013 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Western Union position peaked at $285K in Q2 2018.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.