Ropes Wealth Advisors’s Western Union WU Stock Holding History

Ropes Wealth 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
2020 Q3	–	Sell	-74	Closed	-$2K	–	670
2020 Q2	$2K	Buy	+74	New	+$1.5K	﹤0.01%	541
2016 Q2	–	Sell	-62	Closed	-$1K	–	534
2016 Q1	$1K	Buy	62 +23	+59%	+$414	﹤0.01%	441
2015 Q4	$1K	Buy	+39	New	+$736	﹤0.01%	456

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

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

Ropes Wealth Advisors's WU Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Western Union (WU) in Q3 2020, closing a stake of 74 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in WU in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

Ropes Wealth Advisors reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 74 Western Union shares in Q3 2020, an estimated $2K.
Ropes Wealth Advisors first reported a position in Western Union in Q4 2015 and held it in 3 quarters.
Ropes Wealth Advisors's Western Union position peaked at $2K in Q2 2020.
558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.