Virtus Fund Advisers’s Western Union WU Stock Holding History

Virtus Fund Advisers’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 Q4	$64K	Hold	3,347	–	–	﹤0.01%	540
2017 Q3	$64K	Hold	3,347	–	–	﹤0.01%	428
2017 Q2	$62K	Hold	3,347	–	–	﹤0.01%	460
2017 Q1	$68K	Hold	3,347	–	–	﹤0.01%	463
2016 Q4	$73K	Hold	3,347	–	–	﹤0.01%	446
2016 Q3	$70K	Hold	3,347	–	–	﹤0.01%	460
2016 Q2	$65K	Hold	3,347	–	–	﹤0.01%	453
2016 Q1	$65K	Hold	3,347	–	–	﹤0.01%	450
2015 Q4	$60K	Hold	3,347	–	–	﹤0.01%	440
2015 Q3	$61K	Hold	3,347	–	–	﹤0.01%	426
2015 Q2	$68K	Hold	3,347	–	–	﹤0.01%	441
2015 Q1	$70K	Sell	3,347 -613	-15%	-$11.4K	﹤0.01%	636
2014 Q4	$71K	Hold	3,960	–	–	﹤0.01%	685
2014 Q3	$64K	Sell	3,960 -4,884	-55%	-$84.1K	﹤0.01%	734
2014 Q2	$153K	Buy	+8,844	New	+$143K	﹤0.01%	1106

Other funds holding WU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Virtus Fund Advisers's WU Position: Q4 2017 in Review

Virtus Fund Advisers held its Western Union (WU) position steady in Q4 2017 at 3,347 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Virtus Fund Advisers first reported a position in WU in Q2 2014 and has held it in 15 quarters since. The position peaked at $153K in Q2 2014. 583 funds tracked by Wall St. Rank hold WU as of Q4 2017.

Virtus Fund Advisers held 3,347 shares of Western Union worth $64K as of Q4 2017.
Virtus Fund Advisers left its Western Union share count unchanged in Q4 2017.
Western Union made up ﹤0.01% of Virtus Fund Advisers's portfolio in Q4 2017, its #540 holding.
Virtus Fund Advisers first reported a position in Western Union in Q2 2014 and has held it in 15 quarters since.
Virtus Fund Advisers's Western Union position peaked at $153K in Q2 2014.
583 funds tracked by Wall St. Rank held Western Union as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.