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Independent Portfolio Consultants’s Western Union WU Stock Holding History

Independent Portfolio Consultants’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 		$811K Sell
42,567
-60,802
-59% -$1.18M 0.34% 85
2017
Q1 		$2.1M Sell
103,369
-16,478
-14% -$336K 0.73% 11
2016
Q4 		$2.6M Sell
119,847
-5,438
-4% -$113K 0.86% 11
2016
Q3 		$2.61M Sell
125,285
-2,660
-2% -$54.7K 0.82% 13
2016
Q2 		$2.45M Sell
127,945
-26,519
-17% -$515K 0.77% 14
2016
Q1 		$2.98M Sell
154,464
-10,820
-7% -$195K 0.83% 10
2015
Q4 		$2.96M Sell
165,284
-54,925
-25% -$1.04M 0.88% 10
2015
Q3 		$4.04M Buy
220,209
+9,222
+4% +$176K 0.88% 12
2015
Q2 		$4.29M Sell
210,987
-45,920
-18% -$977K 0.86% 10
2015
Q1 		$5.35M Buy
256,907
+4,005
+2% +$74.6K 1.09% 4
2014
Q4 		$4.53M Buy
252,902
+14,975
+6% +$260K 0.91% 9
2014
Q3 		$3.82M Buy
237,927
+55,550
+30% +$956K 1.03% 3
2014
Q2 		$3.16M Buy
182,377
+4,125
+2% +$66.6K 0.88% 8
2014
Q1 		$2.92M Buy
178,252
+20,210
+13% +$329K 0.92% 5
2013
Q4 		$2.73M Buy
158,042
+48,041
+44% +$842K 0.95% 3
2013
Q3 		$2.05M Buy
110,001
+11,903
+12% +$214K 0.82% 1
2013
Q2 		$1.68M Buy
+98,098
New +$1.55M 0.75% 6

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Independent Portfolio Consultants's WU Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Western Union (WU) stake by 59% in Q2 2017, selling an estimated $1.18M and leaving 42,567 shares worth $811K. The position accounts for 0.34% of the portfolio, ranked #85.

Independent Portfolio Consultants first reported a position in WU in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.35M in Q1 2015. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

  • Independent Portfolio Consultants held 42,567 shares of Western Union worth $811K as of Q2 2017.
  • Independent Portfolio Consultants sold 60,802 Western Union shares in Q2 2017, an estimated $1.18M.
  • Western Union made up 0.34% of Independent Portfolio Consultants's portfolio in Q2 2017, its #85 holding.
  • Independent Portfolio Consultants first reported a position in Western Union in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Western Union position peaked at $5.35M in Q1 2015.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.