Laffer Tengler Investments’s Western Union WU Stock Holding History

Laffer Tengler Investments’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 Q2	–	Sell	-108,047	Closed	-$2M	–	180
2019 Q1	$2M	Hold	108,047	–	–	0.54%	94
2018 Q4	$1.84M	Hold	108,047	–	–	0.54%	91
2018 Q3	$2.06M	Hold	108,047	–	–	0.51%	110
2018 Q2	$2.2M	Hold	108,047	–	–	0.56%	98
2018 Q1	$2.08M	Buy	108,047 +36,452	+51%	+$732K	0.52%	115
2017 Q4	$1.36M	Hold	71,595	–	–	0.34%	146
2017 Q3	$1.37M	Sell	71,595 -5,190	-7%	-$98.9K	0.36%	139
2017 Q2	$1.46M	Hold	76,785	–	–	0.37%	140
2017 Q1	$1.56M	Hold	76,785	–	–	0.41%	134
2016 Q4	$1.67M	Buy	+76,785	New	+$1.59M	0.45%	118
2014 Q2	–	Sell	-117,685	Closed	-$1.93M	–	217
2014 Q1	$1.93M	Hold	117,685	–	–	0.31%	145
2013 Q4	$2.03M	Buy	+117,685	New	+$2.06M	0.34%	136
2013 Q3	–	Hold	0	–	–	–	94

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Laffer Tengler Investments's WU Position: Q2 2019 in Review

Laffer Tengler Investments sold out of Western Union (WU) in Q2 2019, closing a stake of 108,047 shares — an estimated $2M sold.

Laffer Tengler Investments first reported a position in WU in Q4 2013 and held it in 12 quarters. The position peaked at $2.2M in Q2 2018. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Laffer Tengler Investments reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
Laffer Tengler Investments sold 108,047 Western Union shares in Q2 2019, an estimated $2M.
Laffer Tengler Investments first reported a position in Western Union in Q4 2013 and held it in 12 quarters.
Laffer Tengler Investments's Western Union position peaked at $2.2M in Q2 2018.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Laffer Tengler Investments's 13F filing for Q2 2019, filed 15 Aug 2019.