Stratos Wealth Partners’s Western Union WU Stock Holding History

Stratos 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	-929	Closed	-$18K	–	2523
2018 Q3	$18K	Buy	+929	New	+$18K	﹤0.01%	1940
2018 Q2	–	Sell	-929	Closed	-$18K	–	2609
2018 Q1	$18K	Hold	929	–	–	﹤0.01%	2060
2017 Q4	$18K	Buy	+929	New	+$18.2K	﹤0.01%	1952
2017 Q1	–	Sell	-40,503	Closed	-$880K	–	866
2016 Q4	$880K	Buy	+40,503	New	+$841K	0.05%	286

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

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

Stratos Wealth Partners sold out of Western Union (WU) in Q4 2018, closing a stake of 929 shares — an estimated $18K sold.

Stratos Wealth Partners first reported a position in WU in Q4 2016 and held it in 4 quarters. The position peaked at $880K in Q4 2016. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Stratos Wealth Partners reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 929 Western Union shares in Q4 2018, an estimated $18K.
Stratos Wealth Partners first reported a position in Western Union in Q4 2016 and held it in 4 quarters.
Stratos Wealth Partners's Western Union position peaked at $880K in Q4 2016.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.