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Legacy Financial Advisors’s Western Union WU Stock Holding History

Legacy Financial 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
Q2 		– Sell
-2,370
Closed -$44K – 919
2019
Q1 		$44K Buy
2,370
+152
+7% +$2.73K 0.01% 300
2018
Q4 		$38K Buy
2,218
+1,588
+252% +$28.9K 0.01% 290
2018
Q3 		$12K Hold
630
– – ﹤0.01% 482
2018
Q2 		$13K Hold
630
– – ﹤0.01% 464
2018
Q1 		$11K Hold
630
– – ﹤0.01% 460
2017
Q4 		$11K Buy
+630
New +$12.4K ﹤0.01% 457

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

Legacy Financial Advisors's WU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Western Union (WU) in Q2 2019, closing a stake of 2,370 shares — an estimated $44K sold.

Legacy Financial Advisors first reported a position in WU in Q4 2017 and held it in 6 quarters. The position peaked at $44K in Q1 2019. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,370 Western Union shares in Q2 2019, an estimated $44K.
  • Legacy Financial Advisors first reported a position in Western Union in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Western Union position peaked at $44K in Q1 2019.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.