Financial Gravity Asset Management’s Western Union WU Stock Holding History

Financial Gravity Asset 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
2019 Q4	$27K	Buy	+114	New	+$2.96K	0.02%	915
2019 Q2	–	Sell	-64	Closed	-$1K	–	1705
2019 Q1	$1K	Buy	+64	New	+$1.15K	﹤0.01%	1218
2018 Q3	$192K	Buy	10,893 +890	+9%	+$17.3K	0.2%	128
2018 Q2	$188K	Buy	10,003 +668	+7%	+$13.3K	0.18%	136
2018 Q1	$180K	Buy	+9,335	New	+$187K	0.18%	113

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Financial Gravity Asset Management's WU Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in Western Union (WU) in Q4 2019: 114 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #915 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WU as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in WU in Q1 2018 and has held it in 5 quarters since. The position peaked at $192K in Q3 2018. 600 funds tracked by Wall St. Rank hold WU as of Q4 2019.

Financial Gravity Asset Management held 114 shares of Western Union worth $27K as of Q4 2019.
Western Union was a new Financial Gravity Asset Management position in Q4 2019.
Western Union made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #915 holding.
Financial Gravity Asset Management first reported a position in Western Union in Q1 2018 and has held it in 5 quarters since.
Financial Gravity Asset Management's Western Union position peaked at $192K in Q3 2018.
600 funds tracked by Wall St. Rank held Western Union as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.