Mosaic Family Wealth’s Western Union WU Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-667	Closed	-$12K	–	604
2019 Q1	$12K	Sell	667 -67	-9%	-$1.21K	﹤0.01%	482
2018 Q4	$13K	Hold	734	–	–	0.01%	468
2018 Q3	$14K	Hold	734	–	–	0.01%	474
2018 Q2	$15K	Hold	734	–	–	0.01%	494
2018 Q1	$14K	Hold	734	–	–	0.01%	497
2017 Q4	$14K	Sell	734 -200	-21%	-$3.92K	0.01%	497
2017 Q3	$18K	Hold	934	–	–	0.01%	491
2017 Q2	$18K	Hold	934	–	–	0.01%	450
2017 Q1	$19K	Hold	934	–	–	0.01%	446
2016 Q4	$20K	Hold	934	–	–	0.01%	432
2016 Q3	$19K	Hold	934	–	–	0.01%	451
2016 Q2	$18K	Hold	934	–	–	0.01%	462
2016 Q1	$18K	Hold	934	–	–	0.01%	457
2015 Q4	$16K	Buy	+934	New	+$17.6K	0.01%	476

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

IFP

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Mosaic Family Wealth's WU Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Western Union (WU) in Q2 2019, closing a stake of 667 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in WU in Q4 2015 and held it in 14 quarters. The position peaked at $20K in Q4 2016. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Mosaic Family Wealth reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 667 Western Union shares in Q2 2019, an estimated $12K.
Mosaic Family Wealth first reported a position in Western Union in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Western Union position peaked at $20K in Q4 2016.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.