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JOYN Advisors’s Western Union WU Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-2,325
Closed -$40K – 1434
2018
Q4 		$40K Sell
2,325
-4,352
-65% -$79.1K 0.01% 424
2018
Q3 		$127K Sell
6,677
-4,948
-43% -$96.1K 0.02% 185
2018
Q2 		$236K Sell
11,625
-28,378
-71% -$565K 0.05% 126
2018
Q1 		$769K Buy
40,003
+3,776
+10% +$75.8K 0.16% 37
2017
Q4 		$689K Buy
+36,227
New +$711K 0.15% 60

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JOYN Advisors's WU Position: Q1 2019 in Review

JOYN Advisors sold out of Western Union (WU) in Q1 2019, closing a stake of 2,325 shares — an estimated $40K sold.

JOYN Advisors first reported a position in WU in Q4 2017 and held it in 5 quarters. The position peaked at $769K in Q1 2018. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

  • JOYN Advisors reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 2,325 Western Union shares in Q1 2019, an estimated $40K.
  • JOYN Advisors first reported a position in Western Union in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Western Union position peaked at $769K in Q1 2018.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.