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Richard Bernstein Advisors’s Western Union WU Stock Holding History

Richard Bernstein 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
2018
Q1 		– Sell
-20,313
Closed -$408K – 348
2017
Q4 		$386K Buy
+20,313
New +$399K 0.02% 301

Other funds holding WU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Richard Bernstein Advisors's WU Position: Q1 2018 in Review

Richard Bernstein Advisors sold out of Western Union (WU) in Q1 2018, closing a stake of 20,313 shares — an estimated $408K sold.

Richard Bernstein Advisors first reported a position in WU in Q4 2017 and held it in 1 quarter. The position peaked at $386K in Q4 2017. 569 funds tracked by Wall St. Rank hold WU as of Q1 2018.

  • Richard Bernstein Advisors reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
  • Richard Bernstein Advisors sold 20,313 Western Union shares in Q1 2018, an estimated $408K.
  • Richard Bernstein Advisors first reported a position in Western Union in Q4 2017 and held it in 1 quarter.
  • Richard Bernstein Advisors's Western Union position peaked at $386K in Q4 2017.
  • 569 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Richard Bernstein Advisors's 13F filing for Q1 2018, filed 14 May 2018.