Monetary Management Group’s Western Union WU Stock Holding History

Monetary Management 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	-500	Closed	-$10K	–	310
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	296
2018 Q2	$10K	Hold	500	–	–	﹤0.01%	305
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	307
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	300
2017 Q3	$10K	Hold	500	–	–	﹤0.01%	293
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	299
2017 Q1	$10K	Hold	500	–	–	﹤0.01%	295
2016 Q4	$11K	Hold	500	–	–	0.01%	298
2016 Q3	$10K	Hold	500	–	–	﹤0.01%	312
2016 Q2	$10K	Hold	500	–	–	﹤0.01%	316
2016 Q1	$10K	Buy	+500	New	+$8.99K	﹤0.01%	311
2015 Q3	–	Sell	-500	Closed	-$10K	–	345
2015 Q2	$10K	Hold	500	–	–	﹤0.01%	336
2015 Q1	$10K	Buy	+500	New	+$9.31K	﹤0.01%	353

Other funds holding WU

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

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

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

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

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

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

Monetary Management Group's WU Position: Q4 2018 in Review

Monetary Management Group sold out of Western Union (WU) in Q4 2018, closing a stake of 500 shares — an estimated $10K sold.

Monetary Management Group first reported a position in WU in Q1 2015 and held it in 13 quarters. The position peaked at $11K in Q4 2016. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Monetary Management Group reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Monetary Management Group sold 500 Western Union shares in Q4 2018, an estimated $10K.
Monetary Management Group first reported a position in Western Union in Q1 2015 and held it in 13 quarters.
Monetary Management Group's Western Union position peaked at $11K in Q4 2016.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Monetary Management Group's 13F filing for Q4 2018, filed 13 Feb 2019.