Golden State Wealth Management’s Western Union WU Stock Holding History

Golden State Wealth 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
2020 Q2	–	Sell	-253	Closed	-$5K	–	926
2020 Q1	$5K	Buy	+253	New	+$6.2K	﹤0.01%	757
2019 Q4	–	Sell	-253	Closed	-$6K	–	974
2019 Q3	$6K	Hold	253	–	–	﹤0.01%	842
2019 Q2	$5K	Hold	253	–	–	﹤0.01%	883
2019 Q1	$5K	Buy	+253	New	+$4.55K	﹤0.01%	912

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Golden State Wealth Management's WU Position: Q2 2020 in Review

Golden State Wealth Management sold out of Western Union (WU) in Q2 2020, closing a stake of 253 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in WU in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

Golden State Wealth Management reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 253 Western Union shares in Q2 2020, an estimated $5K.
Golden State Wealth Management first reported a position in Western Union in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Western Union position peaked at $6K in Q3 2019.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.