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Foster & Motley’s Western Union WU Stock Holding History

Foster & Motley’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
Q1 		– Sell
-10,858
Closed -$185K – 241
2018
Q4 		$185K Sell
10,858
-1,191
-10% -$21.7K 0.03% 228
2018
Q3 		$230K Buy
12,049
+1,843
+18% +$35.8K 0.03% 225
2018
Q2 		$207K Buy
+10,206
New +$203K 0.03% 232
2018
Q1 		– Sell
-18,732
Closed -$356K – 226
2017
Q4 		$356K Sell
18,732
-12,845
-41% -$252K 0.06% 177
2017
Q3 		$606K Sell
31,577
-10,091
-24% -$192K 0.1% 139
2017
Q2 		$794K Sell
41,668
-10,956
-21% -$212K 0.14% 124
2017
Q1 		$1.07M Buy
52,624
+1,902
+4% +$38.8K 0.2% 105
2016
Q4 		$1.1M Buy
50,722
+610
+1% +$12.7K 0.21% 102
2016
Q3 		$1.04M Sell
50,112
-1,295
-3% -$26.6K 0.2% 111
2016
Q2 		$986K Sell
51,407
-2,268
-4% -$44K 0.19% 106
2016
Q1 		$1.03M Sell
53,675
-25,176
-32% -$453K 0.21% 102
2015
Q4 		$1.41M Buy
78,851
+6,842
+10% +$129K 0.3% 93
2015
Q3 		$1.32M Buy
72,009
+30,924
+75% +$589K 0.3% 92
2015
Q2 		$835K Buy
41,085
+25,221
+159% +$537K 0.18% 107
2015
Q1 		$330K Buy
+15,864
New +$295K 0.07% 146
2014
Q1 		– Sell
-12,750
Closed -$220K – 170
2013
Q4 		$220K Sell
12,750
-4,983
-28% -$87.3K 0.06% 152
2013
Q3 		$331K Sell
17,733
-182
-1% -$3.27K 0.09% 123
2013
Q2 		$307K Buy
+17,915
New +$284K 0.09% 122

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Foster & Motley's WU Position: Q1 2019 in Review

Foster & Motley sold out of Western Union (WU) in Q1 2019, closing a stake of 10,858 shares — an estimated $185K sold.

Foster & Motley first reported a position in WU in Q2 2013 and held it in 18 quarters. The position peaked at $1.41M in Q4 2015. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

  • Foster & Motley reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
  • Foster & Motley sold 10,858 Western Union shares in Q1 2019, an estimated $185K.
  • Foster & Motley first reported a position in Western Union in Q2 2013 and held it in 18 quarters.
  • Foster & Motley's Western Union position peaked at $1.41M in Q4 2015.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on Foster & Motley's 13F filing for Q1 2019, filed 8 May 2019.