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Tiedemann Advisors’s Western Union WU Stock Holding History

Tiedemann Advisors’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
2020
Q2 		– Sell
-10,464
Closed -$190K – 319
2020
Q1 		$190K Buy
+10,464
New +$257K 0.01% 277
2017
Q4 		– Sell
-26,725
Closed -$556K – 347
2017
Q3 		$556K Sell
26,725
-13,084
-33% -$249K 0.05% 200
2017
Q2 		$758K Buy
39,809
+9,757
+32% +$189K 0.06% 252
2017
Q1 		$612K Buy
30,052
+3,713
+14% +$75.8K 0.05% 245
2016
Q4 		$572K Buy
+26,339
New +$547K 0.06% 193

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Tiedemann Advisors's WU Position: Q2 2020 in Review

Tiedemann Advisors sold out of Western Union (WU) in Q2 2020, closing a stake of 10,464 shares — an estimated $190K sold.

Tiedemann Advisors first reported a position in WU in Q4 2016 and held it in 5 quarters. The position peaked at $758K in Q2 2017. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

  • Tiedemann Advisors reported no remaining Western Union position as of Q2 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 10,464 Western Union shares in Q2 2020, an estimated $190K.
  • Tiedemann Advisors first reported a position in Western Union in Q4 2016 and held it in 5 quarters.
  • Tiedemann Advisors's Western Union position peaked at $758K in Q2 2017.
  • 575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on Tiedemann Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.