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Litman Gregory Wealth Management’s Western Union WU Stock Holding History

Litman Gregory 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
Q1 		– Sell
-2,400
Closed -$46K – 174
2017
Q4 		$46K Hold
2,400
– – 0.01% 50
2017
Q3 		$46K Buy
+2,400
New +$45.8K 0.02% 52

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Litman Gregory Wealth Management's WU Position: Q1 2018 in Review

Litman Gregory Wealth Management sold out of Western Union (WU) in Q1 2018, closing a stake of 2,400 shares — an estimated $46K sold.

Litman Gregory Wealth Management first reported a position in WU in Q3 2017 and held it in 2 quarters. The position peaked at $46K in Q4 2017. 570 funds tracked by Wall St. Rank hold WU as of Q1 2018.

  • Litman Gregory Wealth Management reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,400 Western Union shares in Q1 2018, an estimated $46K.
  • Litman Gregory Wealth Management first reported a position in Western Union in Q3 2017 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Western Union position peaked at $46K in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2018, filed 7 May 2018.