Mount Yale Investment Advisors’s Western Union WU Stock Holding History

Mount Yale Investment Advisors’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 Q3	–	Sell	-22,337	Closed	-$483K	–	381
2020 Q2	$483K	Buy	22,337 +1,082	+5%	+$22K	0.09%	231
2020 Q1	$385K	Buy	21,255 +4,607	+28%	+$113K	0.09%	219
2019 Q4	$448K	Buy	16,648 +1,647	+11%	+$42.7K	0.08%	223
2019 Q3	$400K	Sell	15,001 -705	-4%	-$15.2K	0.07%	232
2019 Q2	$336K	Buy	15,706 +715	+5%	+$13.9K	0.06%	247
2019 Q1	$277K	Sell	14,991 -12,595	-46%	-$226K	0.05%	268
2018 Q4	$493K	Sell	27,586 -7,358	-21%	-$134K	0.1%	175
2018 Q3	$646K	Buy	34,944 +14,026	+67%	+$272K	0.11%	144
2018 Q2	$425K	Sell	20,918 -411	-2%	-$8.18K	0.08%	200
2018 Q1	$410K	Buy	+21,329	New	+$428K	0.09%	206

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

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

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

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

CCP

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

Mount Yale Investment Advisors's WU Position: Q3 2020 in Review

Mount Yale Investment Advisors sold out of Western Union (WU) in Q3 2020, closing a stake of 22,337 shares — an estimated $483K sold.

Mount Yale Investment Advisors first reported a position in WU in Q1 2018 and held it in 10 quarters. The position peaked at $646K in Q3 2018. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

Mount Yale Investment Advisors reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 22,337 Western Union shares in Q3 2020, an estimated $483K.
Mount Yale Investment Advisors first reported a position in Western Union in Q1 2018 and held it in 10 quarters.
Mount Yale Investment Advisors's Western Union position peaked at $646K in Q3 2018.
558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.