TU
WU icon

TDAM USA’s Western Union WU Stock Holding History

TDAM USA’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
2017
Q3 		– Sell
-28,331
Closed -$534K – 339
2017
Q2 		$534K Sell
28,331
-1,440
-5% -$27.9K 0.03% 263
2017
Q1 		$606K Sell
29,771
-1,112
-4% -$22.7K 0.03% 260
2016
Q4 		$671K Sell
30,883
-1,258
-4% -$26.1K 0.04% 255
2016
Q3 		$669K Buy
32,141
+2,551
+9% +$52.4K 0.03% 264
2016
Q2 		$568K Buy
29,590
+274
+0.9% +$5.32K 0.03% 268
2016
Q1 		$566K Sell
29,316
-2,560
-8% -$46.1K 0.03% 279
2015
Q4 		$571K Sell
31,876
-20
-0.1% -$378 0.03% 279
2015
Q3 		$586K Buy
31,896
+1,315
+4% +$25K 0.03% 280
2015
Q2 		$622K Sell
30,581
-9,375
-23% -$200K 0.03% 277
2015
Q1 		$831K Sell
39,956
-5,500
-12% -$102K 0.03% 268
2014
Q4 		$814K Sell
45,456
-400
-0.9% -$6.94K 0.03% 188
2014
Q3 		$736K Sell
45,856
-200
-0.4% -$3.44K 0.03% 201
2014
Q2 		$799K Hold
46,056
– – 0.03% 204
2014
Q1 		$753K Sell
46,056
-27
-0.1% -$440 0.03% 205
2013
Q4 		$795K Buy
+46,083
New +$808K 0.03% 199
2013
Q3 		– Sell
-46,612
Closed -$764K – 341
2013
Q2 		$764K Buy
+46,612
New +$739K 0.03% 161

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TDAM USA's WU Position: Q3 2017 in Review

TDAM USA sold out of Western Union (WU) in Q3 2017, closing a stake of 28,331 shares — an estimated $534K sold.

TDAM USA first reported a position in WU in Q2 2013 and held it in 16 quarters. The position peaked at $831K in Q1 2015. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

  • TDAM USA reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
  • TDAM USA sold 28,331 Western Union shares in Q3 2017, an estimated $534K.
  • TDAM USA first reported a position in Western Union in Q2 2013 and held it in 16 quarters.
  • TDAM USA's Western Union position peaked at $831K in Q1 2015.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on TDAM USA's 13F filing for Q3 2017, filed 9 Nov 2017.