Gradient Investments’s Western Union WU Stock Holding History

Gradient Investments’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
2021 Q1	–	Sell	-52	Closed	-$1K	–	1306
2020 Q4	$1K	Hold	52	–	–	﹤0.01%	1100
2020 Q3	$1K	Buy	+52	New	+$1.18K	﹤0.01%	1105
2020 Q2	–	Sell	-8	Closed	–	–	1220
2020 Q1	$0	Buy	+8	New	+$196	﹤0.01%	1260
2016 Q2	–	Sell	-582	Closed	-$11K	–	798
2016 Q1	$11K	Hold	582	–	–	﹤0.01%	429
2015 Q4	$10K	Sell	582 -837	-59%	-$15.8K	﹤0.01%	402
2015 Q3	$26K	Sell	1,419 -53	-4%	-$1.01K	﹤0.01%	290
2015 Q2	$30K	Buy	1,472 +837	+132%	+$17.8K	﹤0.01%	282
2015 Q1	$13K	Buy	635 +582	+1,098%	+$10.8K	﹤0.01%	372
2014 Q4	$1K	Hold	53	–	–	﹤0.01%	546
2014 Q3	$1K	Hold	53	–	–	﹤0.01%	459
2014 Q2	$1K	Hold	53	–	–	﹤0.01%	478
2014 Q1	$1K	Buy	+53	New	+$863	﹤0.01%	498
2013 Q4	–	Sell	-854	Closed	-$16K	–	671
2013 Q3	$16K	Sell	854 -74,866	-99%	-$1.35M	0.01%	249
2013 Q2	$1.3M	Buy	+75,720	New	+$1.2M	0.49%	37

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCP

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

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

Gradient Investments's WU Position: Q1 2021 in Review

Gradient Investments sold out of Western Union (WU) in Q1 2021, closing a stake of 52 shares — an estimated $1K sold.

Gradient Investments first reported a position in WU in Q2 2013 and held it in 14 quarters. The position peaked at $1.3M in Q2 2013. 572 funds tracked by Wall St. Rank hold WU as of Q1 2021.

Gradient Investments reported no remaining Western Union position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 52 Western Union shares in Q1 2021, an estimated $1K.
Gradient Investments first reported a position in Western Union in Q2 2013 and held it in 14 quarters.
Gradient Investments's Western Union position peaked at $1.3M in Q2 2013.
572 funds tracked by Wall St. Rank held Western Union as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.