Proficio Capital Partners’s Western Union WU Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-2,253	Closed	-$45K	–	1565
2019 Q2	$45K	Buy	2,253 +320	+17%	+$6.24K	0.02%	415
2019 Q1	$36K	Buy	1,933 +1,870	+2,968%	+$33.6K	0.01%	450
2018 Q4	$1K	Sell	63 -290	-82%	-$5.27K	﹤0.01%	1151
2018 Q3	$7K	Buy	353 +200	+131%	+$3.88K	﹤0.01%	896
2018 Q2	$3K	Hold	153	–	–	﹤0.01%	1095
2018 Q1	$3K	Sell	153 -262	-63%	-$5.26K	﹤0.01%	1101
2017 Q4	$8K	Hold	415	–	–	﹤0.01%	886
2017 Q3	$8K	Buy	415 +21	+5%	+$400	﹤0.01%	867
2017 Q2	$8K	Buy	394 +381	+2,931%	+$7.37K	﹤0.01%	865
2017 Q1	$0	Buy	+13	New	+$265	﹤0.01%	1370
2016 Q2	–	Sell	-102	Closed	-$2K	–	1186
2016 Q1	$2K	Sell	102 -43	-30%	-$774	﹤0.01%	795
2015 Q4	$3K	Buy	+145	New	+$2.74K	﹤0.01%	597

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Proficio Capital Partners's WU Position: Q3 2019 in Review

Proficio Capital Partners sold out of Western Union (WU) in Q3 2019, closing a stake of 2,253 shares — an estimated $45K sold.

Proficio Capital Partners first reported a position in WU in Q4 2015 and held it in 12 quarters. The position peaked at $45K in Q2 2019. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

Proficio Capital Partners reported no remaining Western Union position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 2,253 Western Union shares in Q3 2019, an estimated $45K.
Proficio Capital Partners first reported a position in Western Union in Q4 2015 and held it in 12 quarters.
Proficio Capital Partners's Western Union position peaked at $45K in Q2 2019.
543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.