Trust Company of Vermont’s Western Union WU Stock Holding History

Trust Company of Vermont’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	-132	Closed	-$2K	–	1033
2018 Q4	$2K	Sell	132 -312	-70%	-$5.67K	﹤0.01%	944
2018 Q3	$8K	Hold	444	–	–	﹤0.01%	854
2018 Q2	$9K	Buy	+444	New	+$8.84K	﹤0.01%	865
2016 Q1	–	Sell	-220	Closed	-$4K	–	785
2015 Q4	$4K	Hold	220	–	–	﹤0.01%	706
2015 Q3	$4K	Hold	220	–	–	﹤0.01%	721
2015 Q2	$4K	Buy	+220	New	+$4.68K	﹤0.01%	747
2015 Q1	–	Sell	-75	Closed	-$1K	–	800
2014 Q4	$1K	Sell	75 -25	-25%	-$434	﹤0.01%	801
2014 Q3	$2K	Sell	100 -735	-88%	-$12.6K	﹤0.01%	781
2014 Q2	$14K	Sell	835 -10,115	-92%	-$163K	﹤0.01%	584
2014 Q1	$179K	Sell	10,950 -3,858	-26%	-$62.8K	0.03%	226
2013 Q4	$256K	Sell	14,808 -4,934	-25%	-$86.5K	0.04%	198
2013 Q3	$368K	Buy	19,742 +3,067	+18%	+$55.1K	0.07%	172
2013 Q2	$285K	Buy	+16,675	New	+$264K	0.06%	183

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Trust Company of Vermont's WU Position: Q1 2019 in Review

Trust Company of Vermont sold out of Western Union (WU) in Q1 2019, closing a stake of 132 shares — an estimated $2K sold.

Trust Company of Vermont first reported a position in WU in Q2 2013 and held it in 13 quarters. The position peaked at $368K in Q3 2013. 549 funds tracked by Wall St. Rank hold WU as of Q1 2019.

Trust Company of Vermont reported no remaining Western Union position as of Q1 2019 after selling out during the quarter.
Trust Company of Vermont sold 132 Western Union shares in Q1 2019, an estimated $2K.
Trust Company of Vermont first reported a position in Western Union in Q2 2013 and held it in 13 quarters.
Trust Company of Vermont's Western Union position peaked at $368K in Q3 2013.
549 funds tracked by Wall St. Rank held Western Union as of Q1 2019.

Based on Trust Company of Vermont's 13F filing for Q1 2019, filed 1 May 2019.