Reilly Financial Advisors’s Western Union WU Stock Holding History

Reilly 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
2021 Q3	–	Sell	-270	Closed	-$6K	–	1074
2021 Q2	$6K	Sell	270 -32	-11%	-$797	﹤0.01%	777
2021 Q1	$7K	Buy	302 +32	+12%	+$753	﹤0.01%	763
2020 Q4	$6K	Hold	270	–	–	﹤0.01%	695
2020 Q3	$6K	Hold	270	–	–	﹤0.01%	656
2020 Q2	$6K	Hold	270	–	–	﹤0.01%	682
2020 Q1	$5K	Hold	270	–	–	﹤0.01%	695
2019 Q4	$7K	Hold	270	–	–	﹤0.01%	698
2019 Q3	$6K	Hold	270	–	–	﹤0.01%	731
2019 Q2	$5K	Hold	270	–	–	﹤0.01%	787
2019 Q1	$5K	Hold	270	–	–	﹤0.01%	802
2018 Q4	$5K	Sell	270 -3,200	-92%	-$58.2K	﹤0.01%	765
2018 Q3	$66K	Buy	3,470 +3,200	+1,185%	+$62.1K	0.01%	313
2018 Q2	$5K	Hold	270	–	–	﹤0.01%	815
2018 Q1	$5K	Sell	270 -364	-57%	-$7.31K	﹤0.01%	787
2017 Q4	$12K	Hold	634	–	–	﹤0.01%	624
2017 Q3	$12K	Hold	634	–	–	﹤0.01%	608
2017 Q2	$12K	Hold	634	–	–	﹤0.01%	613
2017 Q1	$13K	Buy	+634	New	+$12.9K	﹤0.01%	564
2014 Q1	–	Sell	-474	Closed	-$8K	–	867
2013 Q4	$8K	Buy	+474	New	+$8.31K	﹤0.01%	581

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCP

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

Reilly Financial Advisors's WU Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Western Union (WU) in Q3 2021, closing a stake of 270 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in WU in Q4 2013 and held it in 19 quarters. The position peaked at $66K in Q3 2018. 549 funds tracked by Wall St. Rank hold WU as of Q3 2021.

Reilly Financial Advisors reported no remaining Western Union position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 270 Western Union shares in Q3 2021, an estimated $6K.
Reilly Financial Advisors first reported a position in Western Union in Q4 2013 and held it in 19 quarters.
Reilly Financial Advisors's Western Union position peaked at $66K in Q3 2018.
549 funds tracked by Wall St. Rank held Western Union as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.