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HCR Wealth Advisors’s Western Union WU Stock Holding History

HCR Wealth Advisors’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
Q2 		– Sell
-15,198
Closed -$309K – 158
2017
Q1 		$309K Sell
15,198
-13,753
-48% -$281K 0.16% 115
2016
Q4 		$629K Buy
+28,951
New +$601K 0.33% 71

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

HCR Wealth Advisors's WU Position: Q2 2017 in Review

HCR Wealth Advisors sold out of Western Union (WU) in Q2 2017, closing a stake of 15,198 shares — an estimated $309K sold.

HCR Wealth Advisors first reported a position in WU in Q4 2016 and held it in 2 quarters. The position peaked at $629K in Q4 2016. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

  • HCR Wealth Advisors reported no remaining Western Union position as of Q2 2017 after selling out during the quarter.
  • HCR Wealth Advisors sold 15,198 Western Union shares in Q2 2017, an estimated $309K.
  • HCR Wealth Advisors first reported a position in Western Union in Q4 2016 and held it in 2 quarters.
  • HCR Wealth Advisors's Western Union position peaked at $629K in Q4 2016.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

Based on HCR Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.