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Freedom Investment Management’s Western Union WU Stock Holding History

Freedom Investment 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
Q3 		– Sell
-17,640
Closed -$351K – 739
2019
Q2 		$351K Sell
17,640
-1,978
-10% -$38.6K 0.03% 468
2019
Q1 		$362K Sell
19,618
-52,235
-73% -$939K 0.03% 465
2018
Q4 		$1.23M Sell
71,853
-8,250
-10% -$150K 0.1% 225
2018
Q3 		$1.51M Sell
80,103
-20
-0% -$388 0.09% 208
2018
Q2 		$1.63M Sell
80,123
-488
-0.6% -$9.72K 0.1% 218
2018
Q1 		$1.55M Sell
80,611
-444
-0.5% -$8.91K 0.08% 239
2017
Q4 		$1.54M Buy
81,055
+8,307
+11% +$163K 0.08% 222
2017
Q3 		$1.4M Buy
72,748
+6,185
+9% +$118K 0.08% 225
2017
Q2 		$1.27M Sell
66,563
-16,462
-20% -$319K 0.07% 231
2017
Q1 		$1.69M Buy
83,025
+15,545
+23% +$317K 0.1% 148
2016
Q4 		$1.47M Buy
67,480
+27,867
+70% +$578K 0.09% 157
2016
Q3 		$825K Buy
39,613
+10,137
+34% +$208K 0.05% 297
2016
Q2 		$565K Buy
29,476
+16,883
+134% +$328K 0.04% 380
2016
Q1 		$243K Buy
+12,593
New +$227K 0.02% 651

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Freedom Investment Management's WU Position: Q3 2019 in Review

Freedom Investment Management sold out of Western Union (WU) in Q3 2019, closing a stake of 17,640 shares — an estimated $351K sold.

Freedom Investment Management first reported a position in WU in Q1 2016 and held it in 14 quarters. The position peaked at $1.69M in Q1 2017. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

  • Freedom Investment Management reported no remaining Western Union position as of Q3 2019 after selling out during the quarter.
  • Freedom Investment Management sold 17,640 Western Union shares in Q3 2019, an estimated $351K.
  • Freedom Investment Management first reported a position in Western Union in Q1 2016 and held it in 14 quarters.
  • Freedom Investment Management's Western Union position peaked at $1.69M in Q1 2017.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on Freedom Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.