SWS Partners’s Western Union WU Stock Holding History

SWS 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 Q2	–	Sell	-1,832	Closed	-$35K	–	321
2018 Q1	$35K	Sell	1,832 -245	-12%	-$4.92K	0.03%	172
2017 Q4	$39K	Buy	+2,077	New	+$40.8K	0.03%	169

Other funds holding WU

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

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

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

ACM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SWS Partners's WU Position: Q2 2018 in Review

SWS Partners sold out of Western Union (WU) in Q2 2018, closing a stake of 1,832 shares — an estimated $35K sold.

SWS Partners first reported a position in WU in Q4 2017 and held it in 2 quarters. The position peaked at $39K in Q4 2017. 559 funds tracked by Wall St. Rank hold WU as of Q2 2018.

SWS Partners reported no remaining Western Union position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 1,832 Western Union shares in Q2 2018, an estimated $35K.
SWS Partners first reported a position in Western Union in Q4 2017 and held it in 2 quarters.
SWS Partners's Western Union position peaked at $39K in Q4 2017.
559 funds tracked by Wall St. Rank held Western Union as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.