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Royal Fund Management’s Western Union WU Stock Holding History

Royal Fund Management’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
Q1 		– Sell
-519
Closed -$13K – 761
2019
Q4 		$13K Buy
519
+4
+0.8% +$104 ﹤0.01% 398
2019
Q3 		$11K Buy
515
+5
+1% +$108 ﹤0.01% 387
2019
Q2 		$10K Sell
510
-691
-58% -$13.5K ﹤0.01% 389
2019
Q1 		$22K Buy
1,201
+10
+0.8% +$180 0.01% 291
2018
Q4 		$20K Buy
1,191
+9
+0.8% +$164 0.01% 268
2018
Q3 		$22K Buy
+1,182
New +$22.9K 0.01% 264

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Fund Management's WU Position: Q1 2020 in Review

Royal Fund Management sold out of Western Union (WU) in Q1 2020, closing a stake of 519 shares — an estimated $13K sold.

Royal Fund Management first reported a position in WU in Q3 2018 and held it in 6 quarters. The position peaked at $22K in Q1 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Royal Fund Management reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Royal Fund Management sold 519 Western Union shares in Q1 2020, an estimated $13K.
  • Royal Fund Management first reported a position in Western Union in Q3 2018 and held it in 6 quarters.
  • Royal Fund Management's Western Union position peaked at $22K in Q1 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.