Rowland Carmichael Advisors’s Western Union WU Stock Holding History

Rowland Carmichael 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 Q4	–	Sell	-12,070	Closed	-$230K	–	369
2018 Q3	$230K	Hold	12,070	–	–	0.09%	240
2018 Q2	$245K	Hold	12,070	–	–	0.1%	233
2018 Q1	$232K	Hold	12,070	–	–	0.13%	220
2017 Q4	$229K	Hold	12,070	–	–	0.12%	223
2017 Q3	$232K	Hold	12,070	–	–	0.13%	209
2017 Q2	$230K	Hold	12,070	–	–	0.13%	194
2017 Q1	$246K	Hold	12,070	–	–	0.15%	183
2016 Q4	$262K	Sell	12,070 -113	-0.9%	-$2.35K	0.15%	183
2016 Q3	$254K	Hold	12,183	–	–	0.16%	184
2016 Q2	$234K	Buy	+12,183	New	+$237K	0.15%	194

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Rowland Carmichael Advisors's WU Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Western Union (WU) in Q4 2018, closing a stake of 12,070 shares — an estimated $230K sold.

Rowland Carmichael Advisors first reported a position in WU in Q2 2016 and held it in 10 quarters. The position peaked at $262K in Q4 2016. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Rowland Carmichael Advisors reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 12,070 Western Union shares in Q4 2018, an estimated $230K.
Rowland Carmichael Advisors first reported a position in Western Union in Q2 2016 and held it in 10 quarters.
Rowland Carmichael Advisors's Western Union position peaked at $262K in Q4 2016.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.