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Oak Point Wealth Management’s Western Union WU Stock Holding History

Oak Point Wealth 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
2018
Q1 		– Sell
-21,928
Closed -$420K – 258
2017
Q4 		$420K Buy
+21,928
New +$430K 0.41% 67

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Oak Point Wealth Management's WU Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Western Union (WU) in Q1 2018, closing a stake of 21,928 shares — an estimated $420K sold.

Oak Point Wealth Management first reported a position in WU in Q4 2017 and held it in 1 quarter. The position peaked at $420K in Q4 2017. 570 funds tracked by Wall St. Rank hold WU as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 21,928 Western Union shares in Q1 2018, an estimated $420K.
  • Oak Point Wealth Management first reported a position in Western Union in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Western Union position peaked at $420K in Q4 2017.
  • 570 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.