Strategic Wealth Partners’s Western Union WU Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-321	Closed	-$6K	–	717
2018 Q3	$6K	Hold	321	–	–	﹤0.01%	548
2018 Q2	$7K	Hold	321	–	–	﹤0.01%	606
2018 Q1	$6K	Buy	321 +2	+0.6%	+$40	﹤0.01%	626
2017 Q4	$7K	Buy	+319	New	+$6.26K	﹤0.01%	572

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

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Strategic Wealth Partners's WU Position: Q4 2018 in Review

Strategic Wealth Partners sold out of Western Union (WU) in Q4 2018, closing a stake of 321 shares — an estimated $6K sold.

Strategic Wealth Partners first reported a position in WU in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Strategic Wealth Partners reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Strategic Wealth Partners sold 321 Western Union shares in Q4 2018, an estimated $6K.
Strategic Wealth Partners first reported a position in Western Union in Q4 2017 and held it in 4 quarters.
Strategic Wealth Partners's Western Union position peaked at $7K in Q2 2018.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Strategic Wealth Partners's 13F filing for Q4 2018, filed 24 Jan 2019.