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Meritage Portfolio Management’s Western Union WU Stock Holding History

Meritage Portfolio 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
-116,275
Closed -$2.21M – 219
2017
Q2 		$2.21M Sell
116,275
-1,595
-1% -$30.9K 0.23% 151
2017
Q1 		$2.4M Buy
+117,870
New +$2.41M 0.25% 140

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
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
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Meritage Portfolio Management's WU Position: Q3 2017 in Review

Meritage Portfolio Management sold out of Western Union (WU) in Q3 2017, closing a stake of 116,275 shares — an estimated $2.21M sold.

Meritage Portfolio Management first reported a position in WU in Q1 2017 and held it in 2 quarters. The position peaked at $2.4M in Q1 2017. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

  • Meritage Portfolio Management reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
  • Meritage Portfolio Management sold 116,275 Western Union shares in Q3 2017, an estimated $2.21M.
  • Meritage Portfolio Management first reported a position in Western Union in Q1 2017 and held it in 2 quarters.
  • Meritage Portfolio Management's Western Union position peaked at $2.4M in Q1 2017.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on Meritage Portfolio Management's 13F filing for Q3 2017, filed 16 Oct 2017.