Hefty Wealth Partners’s Western Union WU Stock Holding History

Hefty Wealth Partners’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 Q1	$28K	Sell	1,443 -44,255	-97%	-$888K	0.02%	160
2017 Q4	$869K	Buy	45,698 +44,255	+3,067%	+$868K	0.54%	63
2017 Q3	$28K	Hold	1,443	–	–	0.02%	151
2017 Q2	$27K	Hold	1,443	–	–	0.02%	142
2017 Q1	$29K	Hold	1,443	–	–	0.02%	143
2016 Q4	$31K	Hold	1,443	–	–	0.03%	133
2016 Q3	$30K	Hold	1,443	–	–	0.02%	146
2016 Q2	$27K	Hold	1,443	–	–	0.02%	123
2016 Q1	$27K	Sell	1,443 -32,389	-96%	-$583K	0.03%	124
2015 Q4	$605K	Buy	+33,832	New	+$639K	0.58%	65

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

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

BlackRock New York $5.72T AUM 30.48% 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

Hefty Wealth Partners's WU Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Western Union (WU) stake by 97% in Q1 2018, selling an estimated $888K and leaving 1,443 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #160.

Hefty Wealth Partners first reported a position in WU in Q4 2015 and has held it in 10 quarters since. The position peaked at $869K in Q4 2017. 569 funds tracked by Wall St. Rank hold WU as of Q1 2018.

Hefty Wealth Partners held 1,443 shares of Western Union worth $28K as of Q1 2018.
Hefty Wealth Partners sold 44,255 Western Union shares in Q1 2018, an estimated $888K.
Western Union made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #160 holding.
Hefty Wealth Partners first reported a position in Western Union in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Western Union position peaked at $869K in Q4 2017.
569 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.