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Fulcrum Equity Management’s Western Union WU Stock Holding History

Fulcrum Equity 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
-13,265
Closed -$286K – 245
2019
Q2 		$286K Buy
+13,265
New +$259K 0.14% 74

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

Fulcrum Equity Management's WU Position: Q3 2019 in Review

Fulcrum Equity Management sold out of Western Union (WU) in Q3 2019, closing a stake of 13,265 shares — an estimated $286K sold.

Fulcrum Equity Management first reported a position in WU in Q2 2019 and held it in 1 quarter. The position peaked at $286K in Q2 2019. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

  • Fulcrum Equity Management reported no remaining Western Union position as of Q3 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 13,265 Western Union shares in Q3 2019, an estimated $286K.
  • Fulcrum Equity Management first reported a position in Western Union in Q2 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Western Union position peaked at $286K in Q2 2019.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

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