Lodestar Investment Counsel’s Western Union WU Stock Holding History

Lodestar Investment Counsel’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	$567K	Hold	28,525	–	–	0.06%	122
2019 Q1	$527K	Sell	28,525 -700	-2%	-$12.6K	0.06%	125
2018 Q4	$499K	Sell	29,225 -654	-2%	-$11.9K	0.06%	125
2018 Q3	$569K	Hold	29,879	–	–	0.06%	125
2018 Q2	$607K	Hold	29,879	–	–	0.07%	125
2018 Q1	$575K	Hold	29,879	–	–	0.07%	122
2017 Q4	$568K	Hold	29,879	–	–	0.07%	123
2017 Q3	$574K	Buy	29,879 +1,500	+5%	+$28.6K	0.07%	114
2017 Q2	$541K	Hold	28,379	–	–	0.07%	113
2017 Q1	$578K	Sell	28,379 -410	-1%	-$8.37K	0.08%	106
2016 Q4	$625K	Hold	28,789	–	–	0.08%	103
2016 Q3	$599K	Sell	28,789 -2,000	-6%	-$41.1K	0.08%	102
2016 Q2	$591K	Hold	30,789	–	–	0.08%	102
2016 Q1	$594K	Sell	30,789 -1,686	-5%	-$30.3K	0.09%	104
2015 Q4	$582K	Sell	32,475 -525	-2%	-$9.91K	0.09%	95
2015 Q3	$606K	Hold	33,000	–	–	0.1%	91
2015 Q2	$671K	Hold	33,000	–	–	0.11%	92
2015 Q1	$687K	Sell	33,000 -2,000	-6%	-$37.2K	0.11%	90
2014 Q4	$627K	Hold	35,000	–	–	0.18%	66
2014 Q3	$561K	Hold	35,000	–	–	0.17%	69
2014 Q2	$607K	Hold	35,000	–	–	0.18%	71
2014 Q1	$573K	Hold	35,000	–	–	0.18%	71
2013 Q4	$604K	Hold	35,000	–	–	0.2%	64
2013 Q3	$653K	Hold	35,000	–	–	0.24%	60
2013 Q2	$599K	Buy	+35,000	New	+$555K	0.23%	58

Other funds holding WU

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

BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 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 $3.37T AUM 44.26% 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

Lodestar Investment Counsel's WU Position: Q2 2019 in Review

Lodestar Investment Counsel held its Western Union (WU) position steady in Q2 2019 at 28,525 shares worth $567K. The position accounts for 0.06% of the portfolio, ranked #122.

Lodestar Investment Counsel first reported a position in WU in Q2 2013 and has held it in 25 quarters since. The position peaked at $687K in Q1 2015. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Lodestar Investment Counsel held 28,525 shares of Western Union worth $567K as of Q2 2019.
Lodestar Investment Counsel left its Western Union share count unchanged in Q2 2019.
Western Union made up 0.06% of Lodestar Investment Counsel's portfolio in Q2 2019, its #122 holding.
Lodestar Investment Counsel first reported a position in Western Union in Q2 2013 and has held it in 25 quarters since.
Lodestar Investment Counsel's Western Union position peaked at $687K in Q1 2015.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.