Rehmann Capital Advisory Group’s Western Union WU Stock Holding History

Rehmann Capital 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
2019 Q3	$87.2K	Buy	3,764 +2	+0.1%	+$43	0.01%	480
2019 Q2	$74.8K	Sell	3,762 -300	-7%	-$5.85K	0.01%	703
2019 Q1	$75K	Sell	4,062 -193	-5%	-$3.47K	0.01%	681
2018 Q4	$72.6K	Sell	4,255 -401	-9%	-$7.29K	0.01%	481
2018 Q3	$88.8K	Buy	4,656 +44	+1%	+$854	0.01%	610
2018 Q2	$93.8K	Sell	4,612 -8,556	-65%	-$170K	0.01%	574
2018 Q1	$253K	Buy	13,168 +2,900	+28%	+$58.2K	0.04%	316
2017 Q4	$195K	Sell	10,268 -52	-0.5%	-$1.02K	0.03%	374
2017 Q3	$198K	Buy	+10,320	New	+$197K	0.04%	364
2016 Q2	–	Sell	-13,698	Closed	-$264K	–	393
2016 Q1	$264K	Sell	13,698 -28	-0.2%	-$504	0.05%	269
2015 Q4	$246K	Sell	13,726 -231	-2%	-$4.36K	0.05%	280
2015 Q3	$256K	Sell	13,957 -386	-3%	-$7.35K	0.06%	253
2015 Q2	$292K	Sell	14,343 -483	-3%	-$10.3K	0.07%	232
2015 Q1	$309K	Sell	14,826 -2,615	-15%	-$48.7K	0.07%	231
2014 Q4	$312K	Buy	17,441 +1,045	+6%	+$18.1K	0.07%	231
2014 Q3	$263K	Sell	16,396 -444	-3%	-$7.64K	0.06%	257
2014 Q2	$292K	Buy	16,840 +3,355	+25%	+$54.2K	0.07%	238
2014 Q1	$221K	Buy	13,485 +1,058	+9%	+$17.2K	0.06%	274
2013 Q4	$214K	Buy	+12,427	New	+$218K	0.06%	269

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

Rehmann Capital Advisory Group's WU Position: Q3 2019 in Review

Rehmann Capital Advisory Group increased its Western Union (WU) stake by 0.05% in Q3 2019, buying an estimated $43 and bringing the position to 3,764 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #480.

Rehmann Capital Advisory Group first reported a position in WU in Q4 2013 and has held it in 19 quarters since. The position peaked at $312K in Q4 2014. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

Rehmann Capital Advisory Group held 3,764 shares of Western Union worth $87.2K as of Q3 2019.
Rehmann Capital Advisory Group bought 2 Western Union shares in Q3 2019, an estimated $43.
Western Union made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #480 holding.
Rehmann Capital Advisory Group first reported a position in Western Union in Q4 2013 and has held it in 19 quarters since.
Rehmann Capital Advisory Group's Western Union position peaked at $312K in Q4 2014.
543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.