Nichols & Pratt Advisers’s Western Union WU Stock Holding History

Nichols & Pratt Advisers’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 Q2	–	Sell	-10,500	Closed	-$214K	–	108
2017 Q1	$214K	Sell	10,500 -15,900	-60%	-$325K	0.02%	100
2016 Q4	$573K	Sell	26,400 -9,900	-27%	-$205K	0.05%	79
2016 Q3	$756K	Sell	36,300 -7,500	-17%	-$154K	0.07%	71
2016 Q2	$841K	Sell	43,800 -6,800	-13%	-$132K	0.08%	73
2016 Q1	$976K	Sell	50,600 -7,580	-13%	-$136K	0.09%	70
2015 Q4	$1.04M	Sell	58,180 -11,417	-16%	-$216K	0.1%	67
2015 Q3	$1.28M	Sell	69,597 -5,150	-7%	-$98K	0.13%	64
2015 Q2	$1.52M	Sell	74,747 -13,300	-15%	-$283K	0.14%	60
2015 Q1	$1.83M	Sell	88,047 -5,350	-6%	-$99.6K	0.17%	61
2014 Q4	$1.67M	Sell	93,397 -7,000	-7%	-$121K	0.15%	64
2014 Q3	$1.61M	Sell	100,397 -2,900	-3%	-$49.9K	0.14%	66
2014 Q2	$1.79M	Sell	103,297 -300	-0.3%	-$4.85K	0.16%	64
2014 Q1	$1.7M	Sell	103,597 -18,797	-15%	-$306K	0.15%	60
2013 Q4	$2.17M	Sell	122,394 -803	-0.7%	-$14.1K	0.2%	54
2013 Q3	$2.3M	Buy	123,197 +1,400	+1%	+$25.2K	0.23%	54
2013 Q2	$2.08M	Buy	+121,797	New	+$1.93M	0.22%	55

Other funds holding WU

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

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

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

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

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 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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Nichols & Pratt Advisers's WU Position: Q2 2017 in Review

Nichols & Pratt Advisers sold out of Western Union (WU) in Q2 2017, closing a stake of 10,500 shares — an estimated $214K sold.

Nichols & Pratt Advisers first reported a position in WU in Q2 2013 and held it in 16 quarters. The position peaked at $2.3M in Q3 2013. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

Nichols & Pratt Advisers reported no remaining Western Union position as of Q2 2017 after selling out during the quarter.
Nichols & Pratt Advisers sold 10,500 Western Union shares in Q2 2017, an estimated $214K.
Nichols & Pratt Advisers first reported a position in Western Union in Q2 2013 and held it in 16 quarters.
Nichols & Pratt Advisers's Western Union position peaked at $2.3M in Q3 2013.
549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2017, filed 8 Aug 2017.