Genovese Burford & Brothers Wealth & Retirement Plan Management’s Western Union WU Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q4	–	Sell	-2,200	Closed	-$42K	–	465
2017 Q3	$42K	Hold	2,200	–	–	0.02%	163
2017 Q2	$41K	Hold	2,200	–	–	0.02%	161
2017 Q1	$45K	Sell	2,200 -101	-4%	-$2.06K	0.02%	153
2016 Q4	$50K	Hold	2,301	–	–	0.01%	162
2016 Q3	$47K	Hold	2,301	–	–	0.02%	158
2016 Q2	$44K	Buy	2,301 +101	+5%	+$1.96K	0.02%	154
2016 Q1	$42K	Hold	2,200	–	–	0.02%	149
2015 Q4	$39K	Buy	+2,200	New	+$41.5K	0.02%	151

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's WU Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Western Union (WU) in Q4 2017, closing a stake of 2,200 shares — an estimated $42K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WU in Q4 2015 and held it in 8 quarters. The position peaked at $50K in Q4 2016. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Western Union position as of Q4 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 2,200 Western Union shares in Q4 2017, an estimated $42K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Western Union in Q4 2015 and held it in 8 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Western Union position peaked at $50K in Q4 2016.
583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.