Gideon Capital Advisors’s Western Union WU Stock Holding History

Gideon Capital Advisors’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 Q2	–	Sell	-14,467	Closed	-$267K	–	451
2019 Q1	$267K	Buy	14,467 +2,159	+18%	+$38.8K	0.1%	298
2018 Q4	$210K	Buy	+12,308	New	+$224K	0.09%	344
2017 Q2	–	Sell	-30,160	Closed	-$614K	–	421
2017 Q1	$614K	Buy	+30,160	New	+$616K	0.37%	69
2016 Q2	–	Sell	-76,597	Closed	-$1.48M	–	259
2016 Q1	$1.48M	Buy	76,597 +47,462	+163%	+$854K	1.85%	9
2015 Q4	$522K	Buy	+29,135	New	+$550K	0.38%	101
2015 Q3	–	Sell	-17,199	Closed	-$350K	–	339
2015 Q2	$350K	Buy	+17,199	New	+$366K	0.14%	179
2014 Q4	–	Sell	-10,539	Closed	-$169K	–	320
2014 Q3	$169K	Buy	+10,539	New	+$181K	0.07%	245

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Gideon Capital Advisors's WU Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Western Union (WU) in Q2 2019, closing a stake of 14,467 shares — an estimated $267K sold.

Gideon Capital Advisors first reported a position in WU in Q3 2014 and held it in 7 quarters. The position peaked at $1.48M in Q1 2016. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Gideon Capital Advisors reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 14,467 Western Union shares in Q2 2019, an estimated $267K.
Gideon Capital Advisors first reported a position in Western Union in Q3 2014 and held it in 7 quarters.
Gideon Capital Advisors's Western Union position peaked at $1.48M in Q1 2016.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.