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Gupta Wealth Management’s Western Union WU Stock Holding History

Gupta 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
2016
Q1 		– Sell
-117
Closed -$2K – 1296
2015
Q4 		$2K Hold
117
– – ﹤0.01% 1143
2015
Q3 		$2K Hold
117
– – ﹤0.01% 1155
2015
Q2 		$2K Hold
117
– – ﹤0.01% 1157
2015
Q1 		$2K Buy
+117
New +$2.18K ﹤0.01% 1037

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's WU Position: Q1 2016 in Review

Gupta Wealth Management sold out of Western Union (WU) in Q1 2016, closing a stake of 117 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in WU in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 573 funds tracked by Wall St. Rank hold WU as of Q1 2016.

  • Gupta Wealth Management reported no remaining Western Union position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 117 Western Union shares in Q1 2016, an estimated $2K.
  • Gupta Wealth Management first reported a position in Western Union in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Western Union position peaked at $2K in Q4 2015.
  • 573 funds tracked by Wall St. Rank held Western Union as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.