Gratus Capital’s Western Union WU Stock Holding History

Gratus Capital’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
2018 Q2	–	Sell	-11,450	Closed	-$220K	–	179
2018 Q1	$220K	Hold	11,450	–	–	0.03%	161
2017 Q4	$218K	Hold	11,450	–	–	0.03%	165
2017 Q3	$220K	Hold	11,450	–	–	0.03%	169
2017 Q2	$218K	Hold	11,450	–	–	0.03%	167
2017 Q1	$233K	Hold	11,450	–	–	0.03%	159
2016 Q4	$249K	Hold	11,450	–	–	0.04%	160
2016 Q3	$238K	Hold	11,450	–	–	0.03%	162
2016 Q2	$220K	Buy	+11,450	New	+$222K	0.03%	166

Other funds holding WU

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

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

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

ACM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return

Gratus Capital's WU Position: Q2 2018 in Review

Gratus Capital sold out of Western Union (WU) in Q2 2018, closing a stake of 11,450 shares — an estimated $220K sold.

Gratus Capital first reported a position in WU in Q2 2016 and held it in 8 quarters. The position peaked at $249K in Q4 2016. 559 funds tracked by Wall St. Rank hold WU as of Q2 2018.

Gratus Capital reported no remaining Western Union position as of Q2 2018 after selling out during the quarter.
Gratus Capital sold 11,450 Western Union shares in Q2 2018, an estimated $220K.
Gratus Capital first reported a position in Western Union in Q2 2016 and held it in 8 quarters.
Gratus Capital's Western Union position peaked at $249K in Q4 2016.
559 funds tracked by Wall St. Rank held Western Union as of Q2 2018.

Based on Gratus Capital's 13F filing for Q2 2018, filed 13 Aug 2018.