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Global Endowment Management’s Western Union WU Stock Holding History

Global Endowment 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
-90,200
Closed -$1.79M – 165
2019
Q2 		$1.79M Sell
90,200
-137,400
-60% -$2.68M 0.17% 49
2019
Q1 		$4.2M Buy
+227,600
New +$4.09M 0.59% 28
2018
Q4 		– Sell
-350,600
Closed -$6.68M – 233
2018
Q3 		$6.68M Buy
+350,600
New +$6.81M 0.89% 24
2013
Q4 		– Sell
-10,660
Closed -$199K – 240
2013
Q3 		$199K Hold
10,660
– – 0.05% 177
2013
Q2 		$182K Buy
+10,660
New +$169K 0.05% 154

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

Global Endowment Management's WU Position: Q3 2019 in Review

Global Endowment Management sold out of Western Union (WU) in Q3 2019, closing a stake of 90,200 shares — an estimated $1.79M sold.

Global Endowment Management first reported a position in WU in Q2 2013 and held it in 5 quarters. The position peaked at $6.68M in Q3 2018. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

  • Global Endowment Management reported no remaining Western Union position as of Q3 2019 after selling out during the quarter.
  • Global Endowment Management sold 90,200 Western Union shares in Q3 2019, an estimated $1.79M.
  • Global Endowment Management first reported a position in Western Union in Q2 2013 and held it in 5 quarters.
  • Global Endowment Management's Western Union position peaked at $6.68M in Q3 2018.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.