Visionary Asset Management’s Western Union WU Stock Holding History

Visionary Asset Management’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 Q4	–	Sell	-127,093	Closed	-$2.42M	–	297
2018 Q3	$2.42M	Sell	127,093 -4,018	-3%	-$78K	0.78%	55
2018 Q2	$2.67M	Sell	131,111 -24,207	-16%	-$482K	0.89%	33
2018 Q1	$2.9M	Sell	155,318 -6,618	-4%	-$133K	0.94%	33
2017 Q4	$3.08M	Buy	+161,936	New	+$3.18M	0.86%	39
2014 Q3	–	Sell	-484	Closed	-$8K	–	341
2014 Q2	$8K	Buy	+484	New	+$7.82K	﹤0.01%	302
2013 Q4	–	Sell	-10,561	Closed	-$196K	–	115
2013 Q3	$196K	Sell	10,561 -546	-5%	-$9.81K	0.06%	108
2013 Q2	$190K	Buy	+11,107	New	+$176K	0.07%	35

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Visionary Asset Management's WU Position: Q4 2018 in Review

Visionary Asset Management sold out of Western Union (WU) in Q4 2018, closing a stake of 127,093 shares — an estimated $2.42M sold.

Visionary Asset Management first reported a position in WU in Q2 2013 and held it in 7 quarters. The position peaked at $3.08M in Q4 2017. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Visionary Asset Management reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 127,093 Western Union shares in Q4 2018, an estimated $2.42M.
Visionary Asset Management first reported a position in Western Union in Q2 2013 and held it in 7 quarters.
Visionary Asset Management's Western Union position peaked at $3.08M in Q4 2017.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.