Squar Milner Financial Services’s Western Union WU Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-9,518	Closed	-$172K	–	736
2020 Q1	$172K	Sell	9,518 -1,199	-11%	-$29.4K	0.1%	185
2019 Q4	$287K	Buy	+10,717	New	+$278K	0.14%	147
2019 Q3	–	Sell	-3,971	Closed	-$79K	–	729
2019 Q2	$79K	Buy	3,971 +2,971	+297%	+$57.9K	0.05%	300
2019 Q1	$18K	Hold	1,000	–	–	0.01%	441
2018 Q4	$17K	Hold	1,000	–	–	0.02%	418
2018 Q3	$19K	Hold	1,000	–	–	0.02%	420
2018 Q2	$20K	Buy	+1,000	New	+$19.9K	0.02%	484

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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 New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Squar Milner Financial Services's WU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Western Union (WU) in Q2 2020, closing a stake of 9,518 shares — an estimated $172K sold.

Squar Milner Financial Services first reported a position in WU in Q2 2018 and held it in 7 quarters. The position peaked at $287K in Q4 2019. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

Squar Milner Financial Services reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,518 Western Union shares in Q2 2020, an estimated $172K.
Squar Milner Financial Services first reported a position in Western Union in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Western Union position peaked at $287K in Q4 2019.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.