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Pathway Financial Advisors’s Western Union WU Stock Holding History

Pathway Financial Advisors’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
-300
Closed -$6K – 387
2018
Q2 		$6K Hold
300
– – ﹤0.01% 383
2018
Q1 		$6K Hold
300
– – ﹤0.01% 402
2017
Q4 		$6K Buy
+300
New +$5.89K ﹤0.01% 404

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

Pathway Financial Advisors's WU Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Western Union (WU) in Q3 2018, closing a stake of 300 shares — an estimated $6K sold.

Pathway Financial Advisors first reported a position in WU in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 557 funds tracked by Wall St. Rank hold WU as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Western Union position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 300 Western Union shares in Q3 2018, an estimated $6K.
  • Pathway Financial Advisors first reported a position in Western Union in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Western Union position peaked at $6K in Q2 2018.
  • 557 funds tracked by Wall St. Rank held Western Union as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.