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Wambolt & Associates’s Western Union WU Stock Holding History

Wambolt & Associates’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
2020
Q1 		– Sell
-7,701
Closed -$206K – 177
2019
Q4 		$206K Buy
+7,701
New +$200K 0.16% 161

Other funds holding WU

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wambolt & Associates's WU Position: Q1 2020 in Review

Wambolt & Associates sold out of Western Union (WU) in Q1 2020, closing a stake of 7,701 shares — an estimated $206K sold.

Wambolt & Associates first reported a position in WU in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

  • Wambolt & Associates reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
  • Wambolt & Associates sold 7,701 Western Union shares in Q1 2020, an estimated $206K.
  • Wambolt & Associates first reported a position in Western Union in Q4 2019 and held it in 1 quarter.
  • Wambolt & Associates's Western Union position peaked at $206K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Wambolt & Associates's 13F filing for Q1 2020, filed 11 May 2020.