First Personal Financial Services’s Western Union WU Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-41	Closed	-$1K	–	943
2018 Q1	$1K	Buy	+41	New	+$823	﹤0.01%	1018
2017 Q3	–	Sell	-153	Closed	-$3K	–	876
2017 Q2	$3K	Hold	153	–	–	﹤0.01%	831
2017 Q1	$3K	Hold	153	–	–	﹤0.01%	838
2016 Q4	$3K	Hold	153	–	–	﹤0.01%	875
2016 Q3	$3K	Sell	153 -188	-55%	-$3.86K	﹤0.01%	750
2016 Q2	$7K	Buy	+341	New	+$6.62K	﹤0.01%	639

Other funds holding WU

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Personal Financial Services's WU Position: Q2 2018 in Review

First Personal Financial Services sold out of Western Union (WU) in Q2 2018, closing a stake of 41 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in WU in Q2 2016 and held it in 6 quarters. The position peaked at $7K in Q2 2016. 559 funds tracked by Wall St. Rank hold WU as of Q2 2018.

First Personal Financial Services reported no remaining Western Union position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 41 Western Union shares in Q2 2018, an estimated $1K.
First Personal Financial Services first reported a position in Western Union in Q2 2016 and held it in 6 quarters.
First Personal Financial Services's Western Union position peaked at $7K in Q2 2016.
559 funds tracked by Wall St. Rank held Western Union as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.