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Kiley Juergens Wealth Management’s Western Union WU Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-1,099
Closed -$20K – 665
2018
Q3 		$20K Buy
+1,099
New +$21.3K 0.01% 363

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Kiley Juergens Wealth Management's WU Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Western Union (WU) in Q4 2018, closing a stake of 1,099 shares — an estimated $20K sold.

Kiley Juergens Wealth Management first reported a position in WU in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,099 Western Union shares in Q4 2018, an estimated $20K.
  • Kiley Juergens Wealth Management first reported a position in Western Union in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Western Union position peaked at $20K in Q3 2018.
  • 553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.