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Virtus Investment Advisers’s Western Union WU Stock Holding History

Virtus Investment 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
2018
Q1 		– Sell
-11,260
Closed -$214K – 440
2017
Q4 		$214K Sell
11,260
-1,645
-13% -$32.3K 0.02% 393
2017
Q3 		$247K Sell
12,905
-2,217
-15% -$42.3K 0.03% 386
2017
Q2 		$288K Sell
15,122
-1,724
-10% -$33.4K 0.03% 386
2017
Q1 		$343K Buy
16,846
+1,245
+8% +$25.4K 0.03% 360
2016
Q4 		$339K Sell
15,601
-1,707
-10% -$35.4K 0.03% 394
2016
Q3 		$360K Buy
+17,308
New +$356K 0.02% 389

Other funds holding WU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Virtus Investment Advisers's WU Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Western Union (WU) in Q1 2018, closing a stake of 11,260 shares — an estimated $214K sold.

Virtus Investment Advisers first reported a position in WU in Q3 2016 and held it in 6 quarters. The position peaked at $360K in Q3 2016. 569 funds tracked by Wall St. Rank hold WU as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 11,260 Western Union shares in Q1 2018, an estimated $214K.
  • Virtus Investment Advisers first reported a position in Western Union in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's Western Union position peaked at $360K in Q3 2016.
  • 569 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.