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Integrated Wealth Counsel’s Western Union WU Stock Holding History

Integrated Wealth Counsel’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
Q4 		$9K Hold
429
– – 0.02% 176
2016
Q3 		$9K Buy
+429
New +$8.81K 0.02% 165

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Integrated Wealth Counsel's WU Position: Q4 2016 in Review

Integrated Wealth Counsel held its Western Union (WU) position steady in Q4 2016 at 429 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #176.

Integrated Wealth Counsel first reported a position in WU in Q3 2016 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold WU as of Q4 2016.

  • Integrated Wealth Counsel held 429 shares of Western Union worth $9K as of Q4 2016.
  • Integrated Wealth Counsel left its Western Union share count unchanged in Q4 2016.
  • Western Union made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #176 holding.
  • Integrated Wealth Counsel first reported a position in Western Union in Q3 2016 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Western Union as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.