Lyons Wealth Management’s Western Union WU Stock Holding History

Lyons 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
2017 Q3	–	Sell	-47,262	Closed	-$902K	–	66
2017 Q2	$902K	Buy	47,262 +6,661	+16%	+$129K	1.27%	20
2017 Q1	$827K	Buy	40,601 +615	+2%	+$12.6K	0.87%	25
2016 Q4	$869K	Sell	39,986 -3,172	-7%	-$65.8K	1.19%	16
2016 Q3	$898K	Sell	43,158 -636	-1%	-$13.1K	1.24%	11
2016 Q2	$843K	Sell	43,794 -4,653	-10%	-$90.4K	1.27%	14
2016 Q1	$937K	Buy	48,447 +2,207	+5%	+$39.7K	1.35%	13
2015 Q4	$829K	Buy	46,240 +2,601	+6%	+$49.1K	1.06%	24
2015 Q3	$798K	Sell	43,639 -2,942	-6%	-$56K	1.02%	25
2015 Q2	$948K	Buy	+46,581	New	+$991K	1.08%	19
2015 Q1	–	Sell	-63,177	Closed	-$1.13M	–	73
2014 Q4	$1.13M	Buy	+63,177	New	+$1.1M	1.19%	20
2014 Q3	–	Sell	-56,546	Closed	-$979K	–	93
2014 Q2	$979K	Buy	+56,546	New	+$913K	0.87%	28

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 $544B AUM 28.31% 1-Year Est. Return

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

ACM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return

Lyons Wealth Management's WU Position: Q3 2017 in Review

Lyons Wealth Management sold out of Western Union (WU) in Q3 2017, closing a stake of 47,262 shares — an estimated $902K sold.

Lyons Wealth Management first reported a position in WU in Q2 2014 and held it in 11 quarters. The position peaked at $1.13M in Q4 2014. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

Lyons Wealth Management reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
Lyons Wealth Management sold 47,262 Western Union shares in Q3 2017, an estimated $902K.
Lyons Wealth Management first reported a position in Western Union in Q2 2014 and held it in 11 quarters.
Lyons Wealth Management's Western Union position peaked at $1.13M in Q4 2014.
528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on Lyons Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.