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Smart Portfolios LLC’s Western Union WU Stock Holding History

Smart Portfolios LLC’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
-584
Closed -$11K – 200
2019
Q1 		$11K Hold
584
– – 0.01% 163
2018
Q4 		$10K Buy
+584
New +$10.6K 0.01% 149

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

Smart Portfolios LLC's WU Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Western Union (WU) in Q2 2019, closing a stake of 584 shares — an estimated $11K sold.

Smart Portfolios LLC first reported a position in WU in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 584 Western Union shares in Q2 2019, an estimated $11K.
  • Smart Portfolios LLC first reported a position in Western Union in Q4 2018 and held it in 2 quarters.
  • Smart Portfolios LLC's Western Union position peaked at $11K in Q1 2019.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.