Vontobel Swiss Wealth Advisors’s Western Union WU Stock Holding History

Vontobel Swiss Wealth Advisors’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	-30,940	Closed	-$588K	–	90
2017 Q4	$588K	Sell	30,940 -4,000	-11%	-$78.5K	0.35%	43
2017 Q3	$671K	Buy	34,940 +9,000	+35%	+$172K	0.41%	42
2017 Q2	$494K	Buy	25,940 +9,775	+60%	+$189K	0.31%	45
2017 Q1	$329K	Buy	16,165 +2,100	+15%	+$42.9K	0.18%	53
2016 Q4	$305K	Sell	14,065 -435	-3%	-$9.03K	0.19%	55
2016 Q3	$302K	Sell	14,500 -1,350	-9%	-$27.7K	0.16%	58
2016 Q2	$274K	Hold	15,850	–	–	0.16%	60
2016 Q1	$306K	Buy	+15,850	New	+$285K	0.16%	54

Other funds holding WU

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

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

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

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 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

Vontobel Swiss Wealth Advisors's WU Position: Q1 2018 in Review

Vontobel Swiss Wealth Advisors sold out of Western Union (WU) in Q1 2018, closing a stake of 30,940 shares — an estimated $588K sold.

Vontobel Swiss Wealth Advisors first reported a position in WU in Q1 2016 and held it in 8 quarters. The position peaked at $671K in Q3 2017. 569 funds tracked by Wall St. Rank hold WU as of Q1 2018.

Vontobel Swiss Wealth Advisors reported no remaining Western Union position as of Q1 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 30,940 Western Union shares in Q1 2018, an estimated $588K.
Vontobel Swiss Wealth Advisors first reported a position in Western Union in Q1 2016 and held it in 8 quarters.
Vontobel Swiss Wealth Advisors's Western Union position peaked at $671K in Q3 2017.
569 funds tracked by Wall St. Rank held Western Union as of Q1 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.