TrueWealth LLC’s Western Union WU Stock Holding History

TrueWealth LLC’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	$110K	Hold	5,075	–	–	0.05%	195
2020 Q1	$92K	Hold	5,075	–	–	0.04%	190
2019 Q4	$136K	Hold	5,075	–	–	0.06%	176
2019 Q3	$118K	Hold	5,075	–	–	0.05%	181
2019 Q2	$101K	Hold	5,075	–	–	0.04%	196
2019 Q1	$94K	Hold	5,075	–	–	0.04%	204
2018 Q4	$87K	Hold	5,075	–	–	0.04%	198
2018 Q3	$97K	Sell	5,075 -525	-9%	-$10.2K	0.04%	199
2018 Q2	$114K	Buy	5,600 +525	+10%	+$10.5K	0.05%	186
2018 Q1	$98K	Hold	5,075	–	–	0.05%	192
2017 Q4	$96K	Buy	+5,075	New	+$99.6K	0.05%	219

Other funds holding WU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

TrueWealth LLC's WU Position: Q2 2020 in Review

TrueWealth LLC held its Western Union (WU) position steady in Q2 2020 at 5,075 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #195.

TrueWealth LLC first reported a position in WU in Q4 2017 and has held it in 11 quarters since. The position peaked at $136K in Q4 2019. 575 funds tracked by Wall St. Rank hold WU as of Q2 2020.

TrueWealth LLC held 5,075 shares of Western Union worth $110K as of Q2 2020.
TrueWealth LLC left its Western Union share count unchanged in Q2 2020.
Western Union made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #195 holding.
TrueWealth LLC first reported a position in Western Union in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Western Union position peaked at $136K in Q4 2019.
575 funds tracked by Wall St. Rank held Western Union as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.