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Signature Wealth Management Group’s Western Union WU Stock Holding History

Signature Wealth Management 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
2018
Q1 		– Sell
-108
Closed -$2K – 394
2017
Q4 		$2K Buy
+108
New +$2.12K ﹤0.01% 321

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Signature Wealth Management Group's WU Position: Q1 2018 in Review

Signature Wealth Management Group sold out of Western Union (WU) in Q1 2018, closing a stake of 108 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in WU in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 569 funds tracked by Wall St. Rank hold WU as of Q1 2018.

  • Signature Wealth Management Group reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 108 Western Union shares in Q1 2018, an estimated $2K.
  • Signature Wealth Management Group first reported a position in Western Union in Q4 2017 and held it in 1 quarter.
  • Signature Wealth Management Group's Western Union position peaked at $2K in Q4 2017.
  • 569 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Signature Wealth Management Group's 13F filing for Q1 2018, filed 12 Apr 2018.