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Financial Gravity Companies’s Western Union WU Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$208K Buy
+11,268
New +$205K 0.19% 120
2018
Q1 		$180K Buy
9,335
+1,687
+22% +$33.9K 0.18% 113
2017
Q4 		$159K Buy
+7,648
New +$150K 0.18% 108

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Financial Gravity Companies's WU Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Western Union (WU) in Q4 2018: 11,268 shares worth $208K. The stake represents 0.19% of the portfolio and ranks #120 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WU as recently as Q1 2018.

Financial Gravity Companies first reported a position in WU in Q4 2017 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

  • Financial Gravity Companies held 11,268 shares of Western Union worth $208K as of Q4 2018.
  • Western Union was a new Financial Gravity Companies position in Q4 2018.
  • Western Union made up 0.19% of Financial Gravity Companies's portfolio in Q4 2018, its #120 holding.
  • Financial Gravity Companies first reported a position in Western Union in Q4 2017 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.