Loring Wolcott & Coolidge Fiduciary Advisors’s Western Union WU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q4	–	Sell	-24	Closed	–	–	884
2017 Q3	$0	Sell	24 -263	-92%	-$5.01K	﹤0.01%	914
2017 Q2	$6K	Buy	+287	New	+$5.55K	﹤0.01%	572
2016 Q1	–	Sell	-6,000	Closed	-$107K	–	654
2015 Q4	$107K	Hold	6,000	–	–	﹤0.01%	337
2015 Q3	$122K	Hold	6,000	–	–	﹤0.01%	334
2015 Q2	$122K	Hold	6,000	–	–	﹤0.01%	334
2015 Q1	$125K	Sell	6,000 -14,000	-70%	-$261K	﹤0.01%	341
2014 Q4	$358K	Buy	+20,000	New	+$347K	0.01%	230

Other funds holding WU

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WU Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Western Union (WU) in Q4 2017, closing a stake of 24 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WU in Q4 2014 and held it in 7 quarters. The position peaked at $358K in Q4 2014. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Western Union position as of Q4 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 24 Western Union shares in Q4 2017.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Western Union in Q4 2014 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Western Union position peaked at $358K in Q4 2014.
583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.