Old Mutual Customised Solutions’s Western Union WU Stock Holding History

Old Mutual Customised Solutions’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 Q2	$789K	Sell	38,829 -5,700	-13%	-$113K	0.08%	292
2018 Q1	$856K	Buy	44,529 +8,900	+25%	+$179K	0.09%	275
2017 Q4	$677K	Buy	35,629 +9,900	+38%	+$194K	0.07%	332
2017 Q3	$494K	Hold	25,729	–	–	0.07%	332
2017 Q2	$490K	Hold	25,729	–	–	0.07%	319
2017 Q1	$524K	Buy	25,729 +6,929	+37%	+$141K	0.08%	298
2016 Q4	$408K	Buy	18,800 +3,700	+25%	+$76.8K	0.07%	317
2016 Q3	$314K	Hold	15,100	–	–	0.09%	262
2016 Q2	$290K	Hold	15,100	–	–	0.07%	323
2016 Q1	$291K	Sell	15,100 -8,000	-35%	-$144K	0.08%	321
2015 Q4	$414K	Hold	23,100	–	–	0.1%	233
2015 Q3	$424K	Hold	23,100	–	–	0.11%	218
2015 Q2	$470K	Hold	23,100	–	–	0.11%	226
2015 Q1	$481K	Buy	23,100 +7,800	+51%	+$145K	0.12%	208
2014 Q4	$274K	Hold	15,300	–	–	0.08%	322
2014 Q3	$245K	Sell	15,300 -2,000	-12%	-$34.4K	0.07%	337
2014 Q2	$300K	Buy	17,300 +11,600	+204%	+$187K	0.07%	310
2014 Q1	$93K	Hold	5,700	–	–	0.02%	608
2013 Q4	$98K	Hold	5,700	–	–	0.03%	604
2013 Q3	$106K	Hold	5,700	–	–	0.03%	580
2013 Q2	$98K	Buy	+5,700	New	+$90.3K	0.03%	615

Other funds holding WU

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

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

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

Old Mutual Customised Solutions's WU Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Western Union (WU) stake by 13% in Q2 2018, selling an estimated $113K and leaving 38,829 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #292.

Old Mutual Customised Solutions first reported a position in WU in Q2 2013 and has held it in 21 quarters since. The position peaked at $856K in Q1 2018. 559 funds tracked by Wall St. Rank hold WU as of Q2 2018.

Old Mutual Customised Solutions held 38,829 shares of Western Union worth $789K as of Q2 2018.
Old Mutual Customised Solutions sold 5,700 Western Union shares in Q2 2018, an estimated $113K.
Western Union made up 0.08% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #292 holding.
Old Mutual Customised Solutions first reported a position in Western Union in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Western Union position peaked at $856K in Q1 2018.
559 funds tracked by Wall St. Rank held Western Union as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.