Salem Investment Counselors’s Western Union WU Stock Holding History

Salem Investment Counselors’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 Q2	–	Sell	-1,500	Closed	-$29K	–	710
2019 Q1	$29K	Buy	+1,500	New	+$27K	﹤0.01%	337
2018 Q4	–	Sell	-1,500	Closed	-$29K	–	392
2018 Q3	$29K	Hold	1,500	–	–	﹤0.01%	337
2018 Q2	$30K	Hold	1,500	–	–	﹤0.01%	350
2018 Q1	$28K	Buy	+1,500	New	+$30.1K	﹤0.01%	352
2017 Q3	–	Sell	-10	Closed	–	–	675
2017 Q2	$0	Buy	+10	New	+$194	﹤0.01%	785
2013 Q4	–	Sell	-17,300	Closed	-$323K	–	283
2013 Q3	$323K	Hold	17,300	–	–	0.04%	222
2013 Q2	$296K	Buy	+17,300	New	+$274K	0.04%	221

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Salem Investment Counselors's WU Position: Q2 2019 in Review

Salem Investment Counselors sold out of Western Union (WU) in Q2 2019, closing a stake of 1,500 shares — an estimated $29K sold.

Salem Investment Counselors first reported a position in WU in Q2 2013 and held it in 7 quarters. The position peaked at $323K in Q3 2013. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

Salem Investment Counselors reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
Salem Investment Counselors sold 1,500 Western Union shares in Q2 2019, an estimated $29K.
Salem Investment Counselors first reported a position in Western Union in Q2 2013 and held it in 7 quarters.
Salem Investment Counselors's Western Union position peaked at $323K in Q3 2013.
528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Salem Investment Counselors's 13F filing for Q2 2019, filed 14 Aug 2019.