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Intellectus Partners’s Western Union WU Stock Holding History

Intellectus 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
2017
Q4 		– Sell
-1,000
Closed -$19K – 670
2017
Q3 		$19K Hold
1,000
– – 0.01% 551
2017
Q2 		$19K Hold
1,000
– – 0.01% 520
2017
Q1 		$20K Hold
1,000
– – 0.01% 464
2016
Q4 		$22K Buy
+1,000
New +$20.8K 0.01% 444

Other funds holding WU

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Intellectus Partners's WU Position: Q4 2017 in Review

Intellectus Partners sold out of Western Union (WU) in Q4 2017, closing a stake of 1,000 shares — an estimated $19K sold.

Intellectus Partners first reported a position in WU in Q4 2016 and held it in 4 quarters. The position peaked at $22K in Q4 2016. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

  • Intellectus Partners reported no remaining Western Union position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 1,000 Western Union shares in Q4 2017, an estimated $19K.
  • Intellectus Partners first reported a position in Western Union in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's Western Union position peaked at $22K in Q4 2016.
  • 583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.