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Measured Wealth Private Client Group’s Western Union WU Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-3,000
Closed -$57K – 716
2018
Q3 		$57K Buy
+3,000
New +$58.2K 0.03% 324

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Measured Wealth Private Client Group's WU Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Western Union (WU) in Q4 2018, closing a stake of 3,000 shares — an estimated $57K sold.

Measured Wealth Private Client Group first reported a position in WU in Q3 2018 and held it in 1 quarter. The position peaked at $57K in Q3 2018. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3,000 Western Union shares in Q4 2018, an estimated $57K.
  • Measured Wealth Private Client Group first reported a position in Western Union in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Western Union position peaked at $57K in Q3 2018.
  • 553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.