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Palo Capital’s Western Union WU Stock Holding History

Palo Capital’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
Q3 		– Sell
-57,536
Closed -$1.17M – 173
2018
Q2 		$1.17M Sell
57,536
-283
-0.5% -$5.63K 0.43% 79
2018
Q1 		$1.11M Buy
57,819
+5,123
+10% +$103K 0.4% 84
2017
Q4 		$1M Buy
52,696
+8,023
+18% +$157K 0.45% 71
2017
Q3 		$858K Buy
44,673
+3,018
+7% +$57.5K 0.45% 73
2017
Q2 		$794K Buy
41,655
+753
+2% +$14.6K 0.45% 81
2017
Q1 		$832K Sell
40,902
-1,498
-4% -$30.6K 0.49% 70
2016
Q4 		$921K Buy
42,400
+2,337
+6% +$48.5K 0.58% 66
2016
Q3 		$834K Sell
40,063
-90,365
-69% -$1.86M 0.58% 63
2016
Q2 		$2.5M Buy
130,428
+61,124
+88% +$1.19M 0.86% 48
2016
Q1 		$1.34M Buy
69,304
+5,182
+8% +$93.2K 1.05% 30
2015
Q4 		$1.15M Sell
64,122
-2,405
-4% -$45.4K 1.04% 38
2015
Q3 		$1.22M Buy
66,527
+2,360
+4% +$44.9K 1.06% 36
2015
Q2 		$1.3M Buy
64,167
+8,765
+16% +$187K 1.02% 39
2015
Q1 		$1.16M Buy
+55,402
New +$1.03M 0.94% 46

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Palo Capital's WU Position: Q3 2018 in Review

Palo Capital sold out of Western Union (WU) in Q3 2018, closing a stake of 57,536 shares — an estimated $1.17M sold.

Palo Capital first reported a position in WU in Q1 2015 and held it in 14 quarters. The position peaked at $2.5M in Q2 2016. 558 funds tracked by Wall St. Rank hold WU as of Q3 2018.

  • Palo Capital reported no remaining Western Union position as of Q3 2018 after selling out during the quarter.
  • Palo Capital sold 57,536 Western Union shares in Q3 2018, an estimated $1.17M.
  • Palo Capital first reported a position in Western Union in Q1 2015 and held it in 14 quarters.
  • Palo Capital's Western Union position peaked at $2.5M in Q2 2016.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.