Polaris Wealth Advisory Group’s Western Union WU Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-729	Closed	-$14K	–	471
2018 Q3	$14K	Buy	+729	New	+$14.2K	﹤0.01%	370
2014 Q1	–	Sell	-77,678	Closed	-$1.34M	–	204
2013 Q4	$1.34M	Buy	77,678 +16,888	+28%	+$296K	0.33%	52
2013 Q3	$1.13M	Buy	60,790 +20,310	+50%	+$365K	0.35%	41
2013 Q2	$693K	Buy	+40,480	New	+$641K	0.28%	42

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Polaris Wealth Advisory Group's WU Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Western Union (WU) in Q4 2018, closing a stake of 729 shares — an estimated $14K sold.

Polaris Wealth Advisory Group first reported a position in WU in Q2 2013 and held it in 4 quarters. The position peaked at $1.34M in Q4 2013. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 729 Western Union shares in Q4 2018, an estimated $14K.
Polaris Wealth Advisory Group first reported a position in Western Union in Q2 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Western Union position peaked at $1.34M in Q4 2013.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.