MBE Wealth Management’s Western Union WU Stock Holding History

MBE 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
2020 Q2	–	Sell	-600	Closed	-$10K	–	530
2020 Q1	$10K	Buy	+600	New	+$14.7K	0.01%	287

Other funds holding WU

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

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

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCP

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

MBE Wealth Management's WU Position: Q2 2020 in Review

MBE Wealth Management sold out of Western Union (WU) in Q2 2020, closing a stake of 600 shares — an estimated $10K sold.

MBE Wealth Management first reported a position in WU in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

MBE Wealth Management reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 600 Western Union shares in Q2 2020, an estimated $10K.
MBE Wealth Management first reported a position in Western Union in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Western Union position peaked at $10K in Q1 2020.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.