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Ruggie Capital Group’s Western Union WU Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-100
Closed -$2K – 481
2018
Q4 		$2K Buy
+100
New +$1.82K ﹤0.01% 444
2015
Q1 		– Sell
-221
Closed -$4K – 345
2014
Q4 		$4K Buy
+221
New +$3.83K ﹤0.01% 192

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Ruggie Capital Group's WU Position: Q1 2019 in Review

Ruggie Capital Group sold out of Western Union (WU) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Ruggie Capital Group first reported a position in WU in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q4 2014. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

  • Ruggie Capital Group reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 100 Western Union shares in Q1 2019, an estimated $2K.
  • Ruggie Capital Group first reported a position in Western Union in Q4 2014 and held it in 2 quarters.
  • Ruggie Capital Group's Western Union position peaked at $4K in Q4 2014.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.