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Knights of Columbus Asset Advisors’s Western Union WU Stock Holding History

Knights of Columbus Asset 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
Q4 		– Sell
-5,425
Closed -$126K – 418
2019
Q3 		$126K Buy
+5,425
New +$117K 0.05% 132
2019
Q1 		– Sell
-13,335
Closed -$227K – 145
2018
Q4 		$227K Sell
13,335
-5,427
-29% -$98.7K 0.1% 128
2018
Q3 		$358K Buy
+18,762
New +$364K 0.14% 123

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Knights of Columbus Asset Advisors's WU Position: Q4 2019 in Review

Knights of Columbus Asset Advisors sold out of Western Union (WU) in Q4 2019, closing a stake of 5,425 shares — an estimated $126K sold.

Knights of Columbus Asset Advisors first reported a position in WU in Q3 2018 and held it in 3 quarters. The position peaked at $358K in Q3 2018. 600 funds tracked by Wall St. Rank hold WU as of Q4 2019.

  • Knights of Columbus Asset Advisors reported no remaining Western Union position as of Q4 2019 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 5,425 Western Union shares in Q4 2019, an estimated $126K.
  • Knights of Columbus Asset Advisors first reported a position in Western Union in Q3 2018 and held it in 3 quarters.
  • Knights of Columbus Asset Advisors's Western Union position peaked at $358K in Q3 2018.
  • 600 funds tracked by Wall St. Rank held Western Union as of Q4 2019.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.