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Strategic Global Advisors’s Western Union WU Stock Holding History

Strategic Global Advisors’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
-85,340
Closed -$1.46M – 196
2018
Q4 		$1.46M Buy
85,340
+30,872
+57% +$561K 0.52% 42
2018
Q3 		$1.04M Sell
54,468
-183
-0.3% -$3.55K 0.32% 75
2018
Q2 		$1.05M Hold
54,651
– – 0.27% 80
2018
Q1 		$1.05M Hold
54,651
– – 0.36% 69
2017
Q4 		$1.04M Buy
54,651
+11,313
+26% +$222K 0.34% 75
2017
Q3 		$832K Hold
43,338
– – 0.32% 83
2017
Q2 		$826K Hold
43,338
– – 0.3% 80
2017
Q1 		$882K Buy
+43,338
New +$885K 0.32% 83

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

Strategic Global Advisors's WU Position: Q1 2019 in Review

Strategic Global Advisors sold out of Western Union (WU) in Q1 2019, closing a stake of 85,340 shares — an estimated $1.46M sold.

Strategic Global Advisors first reported a position in WU in Q1 2017 and held it in 8 quarters. The position peaked at $1.46M in Q4 2018. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

  • Strategic Global Advisors reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
  • Strategic Global Advisors sold 85,340 Western Union shares in Q1 2019, an estimated $1.46M.
  • Strategic Global Advisors first reported a position in Western Union in Q1 2017 and held it in 8 quarters.
  • Strategic Global Advisors's Western Union position peaked at $1.46M in Q4 2018.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on Strategic Global Advisors's 13F filing for Q1 2019, filed 13 May 2019.