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Grove Bank & Trust’s Western Union WU Stock Holding History

Grove Bank & Trust’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
2017
Q4 		– Sell
-265
Closed -$5K – 575
2017
Q3 		$5K Sell
265
-255
-49% -$4.86K ﹤0.01% 530
2017
Q2 		$10K Buy
520
+265
+104% +$5.13K 0.01% 475
2017
Q1 		$5K Hold
255
– – ﹤0.01% 434
2016
Q4 		$6K Buy
+255
New +$5.29K ﹤0.01% 445

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Grove Bank & Trust's WU Position: Q4 2017 in Review

Grove Bank & Trust sold out of Western Union (WU) in Q4 2017, closing a stake of 265 shares — an estimated $5K sold.

Grove Bank & Trust first reported a position in WU in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q2 2017. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

  • Grove Bank & Trust reported no remaining Western Union position as of Q4 2017 after selling out during the quarter.
  • Grove Bank & Trust sold 265 Western Union shares in Q4 2017, an estimated $5K.
  • Grove Bank & Trust first reported a position in Western Union in Q4 2016 and held it in 4 quarters.
  • Grove Bank & Trust's Western Union position peaked at $10K in Q2 2017.
  • 583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Grove Bank & Trust's 13F filing for Q4 2017, filed 2 Feb 2018.