Integrated Wealth Management (Palm Desert)’s Western Union WU Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-53	Closed	-$1K	–	1014
2016 Q3	$1K	Hold	53	–	–	﹤0.01%	1198
2016 Q2	$1K	Hold	53	–	–	﹤0.01%	1222
2016 Q1	$1K	Hold	53	–	–	﹤0.01%	1146
2015 Q4	$1K	Sell	53 -100	-65%	-$1.89K	﹤0.01%	1243
2015 Q3	$3K	Hold	153	–	–	﹤0.01%	1050
2015 Q2	$3K	Sell	153 -102	-40%	-$2.17K	﹤0.01%	1083
2015 Q1	$5K	Buy	+255	New	+$4.75K	﹤0.01%	946

Other funds holding WU

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WU Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Western Union (WU) in Q4 2016, closing a stake of 53 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WU in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q1 2015. 577 funds tracked by Wall St. Rank hold WU as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Western Union position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 53 Western Union shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Western Union in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Western Union position peaked at $5K in Q1 2015.
577 funds tracked by Wall St. Rank held Western Union as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.