Wealthcare Capital Management’s Western Union WU Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-85	Closed	-$2K	–	679
2021 Q1	$2K	Buy	+85	New	+$2K	﹤0.01%	618
2016 Q4	–	Sell	-100	Closed	-$2K	–	217
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	175
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	177
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	186
2015 Q4	$2K	Sell	100 -3,300	-97%	-$62.3K	﹤0.01%	198
2015 Q3	$62K	Hold	3,400	–	–	0.01%	83
2015 Q2	$69K	Sell	3,400 -490	-13%	-$10.4K	0.01%	87
2015 Q1	$81K	Buy	3,890 +490	+14%	+$9.12K	0.01%	176
2014 Q4	$61K	Hold	3,400	–	–	0.01%	78
2014 Q3	$55K	Hold	3,400	–	–	0.01%	79
2014 Q2	$59K	Buy	3,400 +100	+3%	+$1.61K	0.01%	76
2014 Q1	$54K	Hold	3,300	–	–	0.01%	80
2013 Q4	$57K	Hold	3,300	–	–	0.01%	45
2013 Q3	$62K	Hold	3,300	–	–	0.01%	38
2013 Q2	$56K	Buy	+3,300	New	+$52.3K	0.01%	40

Other funds holding WU

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's WU Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Western Union (WU) in Q2 2021, closing a stake of 85 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in WU in Q2 2013 and held it in 15 quarters. The position peaked at $81K in Q1 2015. 567 funds tracked by Wall St. Rank hold WU as of Q2 2021.

Wealthcare Capital Management reported no remaining Western Union position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 85 Western Union shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in Western Union in Q2 2013 and held it in 15 quarters.
Wealthcare Capital Management's Western Union position peaked at $81K in Q1 2015.
567 funds tracked by Wall St. Rank held Western Union as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.