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Homrich & Berg’s Western Union WU Stock Holding History

Homrich & Berg’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
-10,886
Closed -$209K – 369
2017
Q3 		$209K Buy
+10,886
New +$208K 0.02% 307
2016
Q2 		– Sell
-11,237
Closed -$217K – 282
2016
Q1 		$217K Buy
11,237
+845
+8% +$15.2K 0.02% 245
2015
Q4 		$186K Buy
10,392
+181
+2% +$3.42K 0.02% 247
2015
Q3 		$187K Buy
+10,211
New +$194K 0.02% 255

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

Homrich & Berg's WU Position: Q4 2017 in Review

Homrich & Berg sold out of Western Union (WU) in Q4 2017, closing a stake of 10,886 shares — an estimated $209K sold.

Homrich & Berg first reported a position in WU in Q3 2015 and held it in 4 quarters. The position peaked at $217K in Q1 2016. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

  • Homrich & Berg reported no remaining Western Union position as of Q4 2017 after selling out during the quarter.
  • Homrich & Berg sold 10,886 Western Union shares in Q4 2017, an estimated $209K.
  • Homrich & Berg first reported a position in Western Union in Q3 2015 and held it in 4 quarters.
  • Homrich & Berg's Western Union position peaked at $217K in Q1 2016.
  • 583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.