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Wagner Wealth Management (South Carolina)’s Western Union WU Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$2K Hold
114
– – ﹤0.01% 572
2018
Q2 		$2K Hold
114
– – ﹤0.01% 535
2018
Q1 		$2K Buy
+114
New +$2.29K ﹤0.01% 492
2017
Q4 		– Hold
0
– – – 371

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s WU Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Western Union (WU) position steady in Q3 2018 at 114 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Wagner Wealth Management (South Carolina) first reported a position in WU in Q1 2018 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold WU as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 114 shares of Western Union worth $2K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Western Union share count unchanged in Q3 2018.
  • Western Union made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #572 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Western Union in Q1 2018 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.