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Rampart Investment Management’s Western Union WU Stock Holding History

Rampart Investment Management’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
2020
Q4 		– Sell
-1,359
Closed -$29K – 369
2020
Q3 		$29K Sell
1,359
-5,275
-80% -$120K 0.02% 368
2020
Q2 		$143K Buy
6,634
+3,193
+93% +$64.8K 0.02% 423
2020
Q1 		$62K Sell
3,441
-5,189
-60% -$127K 0.03% 413
2019
Q4 		$231K Sell
8,630
-747
-8% -$19.4K 0.03% 434
2019
Q3 		$217K Sell
9,377
-794
-8% -$17.1K 0.03% 429
2019
Q2 		$202K Sell
10,171
-1,140
-10% -$22.2K 0.02% 452
2019
Q1 		$209K Buy
11,311
+6,963
+160% +$125K 0.02% 438
2018
Q4 		$74K Sell
4,348
-8,326
-66% -$151K 0.02% 460
2018
Q3 		$96.9K Sell
12,674
-1,165
-8% -$22.6K 0.04% 405
2018
Q2 		$281K Sell
13,839
-1,427
-9% -$28.4K 0.03% 410
2018
Q1 		$294K Buy
15,266
+9,227
+153% +$185K 0.03% 403
2017
Q4 		$115K Sell
6,039
-546
-8% -$10.7K 0.04% 407
2017
Q3 		$126K Buy
6,585
+405
+7% +$7.72K 0.04% 430
2017
Q2 		$118K Buy
6,180
+4,834
+359% +$93.6K 0.04% 424
2017
Q1 		$27K Buy
+1,346
New +$27.5K 0.01% 404

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rampart Investment Management's WU Position: Q4 2020 in Review

Rampart Investment Management sold out of Western Union (WU) in Q4 2020, closing a stake of 1,359 shares — an estimated $29K sold.

Rampart Investment Management first reported a position in WU in Q1 2017 and held it in 15 quarters. The position peaked at $294K in Q1 2018. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • Rampart Investment Management reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,359 Western Union shares in Q4 2020, an estimated $29K.
  • Rampart Investment Management first reported a position in Western Union in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Western Union position peaked at $294K in Q1 2018.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.