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Ladenburg Thalmann Financial Services’s Western Union WU Stock Holding History

Ladenburg Thalmann Financial Services’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 		$842K Sell
31,666
-388
-1% -$10.1K 0.01% 1407
2019
Q3 		$742K Buy
32,054
+3,351
+12% +$72.3K 0.01% 1453
2019
Q2 		$571K Sell
28,703
-9,788
-25% -$191K ﹤0.01% 1642
2019
Q1 		$710K Buy
38,491
+16,141
+72% +$290K 0.01% 1428
2018
Q4 		$381K Sell
22,350
-3,263
-13% -$59.3K ﹤0.01% 1743
2018
Q3 		$489K Sell
25,613
-3,811
-13% -$74K ﹤0.01% 1620
2018
Q2 		$566K Hold
29,424
– – 0.01% 1473
2018
Q1 		$566K Buy
29,424
+1,021
+4% +$20.5K 0.01% 1473
2017
Q4 		$540K Buy
28,403
+11,554
+69% +$227K 0.01% 1490
2017
Q3 		$323K Sell
16,849
-2,937
-15% -$56K ﹤0.01% 1743
2017
Q2 		$376K Sell
19,786
-1,806
-8% -$35K ﹤0.01% 1568
2017
Q1 		$439K Buy
21,592
+2,370
+12% +$48.4K 0.01% 1395
2016
Q4 		$415K Sell
19,222
-846
-4% -$17.6K 0.01% 1382
2016
Q3 		$416K Buy
20,068
+4,322
+27% +$88.8K 0.01% 1295
2016
Q2 		$302K Buy
15,746
+1,424
+10% +$27.7K ﹤0.01% 1407
2016
Q1 		$276K Sell
14,322
-6,547
-31% -$118K ﹤0.01% 1396
2015
Q4 		$374K Buy
20,869
+4,820
+30% +$91K 0.01% 1186
2015
Q3 		$293K Buy
16,049
+2,471
+18% +$47K 0.01% 1233
2015
Q2 		$276K Sell
13,578
-2,461
-15% -$52.4K 0.01% 1384
2015
Q1 		$333K Sell
16,039
-412
-3% -$7.67K 0.01% 1253
2014
Q4 		$294K Buy
16,451
+5,872
+56% +$102K 0.01% 1196
2014
Q3 		$169K Sell
10,579
-2,494
-19% -$42.9K ﹤0.01% 1308
2014
Q2 		$227K Sell
13,073
-1,214
-8% -$19.6K 0.01% 1128
2014
Q1 		$234K Buy
14,287
+250
+2% +$4.07K 0.01% 1053
2013
Q4 		$242K Sell
14,037
-45,173
-76% -$792K 0.01% 986
2013
Q3 		$1.1M Buy
59,210
+7,695
+15% +$138K 0.04% 377
2013
Q2 		$881K Buy
+51,515
New +$816K 0.03% 433

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Ladenburg Thalmann Financial Services's WU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Western Union (WU) stake by 1.2% in Q4 2019, selling an estimated $10.1K and leaving 31,666 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #1407.

Ladenburg Thalmann Financial Services first reported a position in WU in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.1M in Q3 2013. 600 funds tracked by Wall St. Rank hold WU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 31,666 shares of Western Union worth $842K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 388 Western Union shares in Q4 2019, an estimated $10.1K.
  • Western Union made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1407 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Western Union in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Western Union position peaked at $1.1M in Q3 2013.
  • 600 funds tracked by Wall St. Rank held Western Union as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.