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Telemus Capital’s Western Union WU Stock Holding History

Telemus Capital’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
-15,640
Closed -$267K – 453
2018
Q4 		$267K Sell
15,640
-6,360
-29% -$116K 0.02% 346
2018
Q3 		$419K Sell
22,000
-19,595
-47% -$380K 0.03% 312
2018
Q2 		$846K Buy
41,595
+4,958
+14% +$98.7K 0.07% 227
2018
Q1 		$705K Buy
36,637
+5,092
+16% +$102K 0.06% 241
2017
Q4 		$600K Sell
31,545
-754
-2% -$14.8K 0.05% 260
2017
Q3 		$620K Sell
32,299
-12,258
-28% -$234K 0.07% 180
2017
Q2 		$849K Buy
44,557
+4,561
+11% +$88.3K 0.09% 166
2017
Q1 		$814K Buy
39,996
+14,407
+56% +$294K 0.08% 164
2016
Q4 		$556K Buy
25,589
+1,224
+5% +$25.4K 0.08% 188
2016
Q3 		$507K Buy
24,365
+8,150
+50% +$167K 0.06% 219
2016
Q2 		$311K Buy
16,215
+3,020
+23% +$58.6K 0.04% 265
2016
Q1 		$255K Buy
+13,195
New +$237K 0.04% 267

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

Telemus Capital's WU Position: Q1 2019 in Review

Telemus Capital sold out of Western Union (WU) in Q1 2019, closing a stake of 15,640 shares — an estimated $267K sold.

Telemus Capital first reported a position in WU in Q1 2016 and held it in 12 quarters. The position peaked at $849K in Q2 2017. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

  • Telemus Capital reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
  • Telemus Capital sold 15,640 Western Union shares in Q1 2019, an estimated $267K.
  • Telemus Capital first reported a position in Western Union in Q1 2016 and held it in 12 quarters.
  • Telemus Capital's Western Union position peaked at $849K in Q2 2017.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on Telemus Capital's 13F filing for Q1 2019, filed 2 May 2019.