Omnia Family Wealth’s Western Union WU Stock Holding History

Omnia 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	-57	Closed	-$1K	–	532
2019 Q1	$1K	Hold	57	–	–	﹤0.01%	571
2018 Q4	$1K	Hold	57	–	–	﹤0.01%	544
2018 Q3	$1K	Hold	57	–	–	﹤0.01%	562
2018 Q2	$1K	Hold	57	–	–	﹤0.01%	547
2018 Q1	$1K	Hold	57	–	–	﹤0.01%	583
2017 Q4	$1K	Hold	57	–	–	﹤0.01%	588
2017 Q3	$1K	Hold	57	–	–	﹤0.01%	607
2017 Q2	$1K	Hold	57	–	–	﹤0.01%	692
2017 Q1	$1K	Hold	57	–	–	﹤0.01%	698
2016 Q4	$1K	Buy	+57	New	+$1.18K	﹤0.01%	718

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

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

Omnia Family Wealth sold out of Western Union (WU) in Q2 2019, closing a stake of 57 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in WU in Q4 2016 and held it in 10 quarters. The position peaked at $1K in Q1 2019. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Omnia Family Wealth reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 57 Western Union shares in Q2 2019, an estimated $1K.
Omnia Family Wealth first reported a position in Western Union in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Western Union position peaked at $1K in Q1 2019.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.