W
WU icon

Wealthfront’s Western Union WU Stock Holding History

Wealthfront’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
2017
Q2 		– Sell
-11,086
Closed -$226K – 478
2017
Q1 		$226K Buy
11,086
+3
+0% +$61 ﹤0.01% 397
2016
Q4 		$241K Buy
11,083
+735
+7% +$15.3K 0.01% 338
2016
Q3 		$215K Buy
10,348
+288
+3% +$5.92K 0.01% 353
2016
Q2 		$193K Buy
+10,060
New +$195K 0.01% 345
2015
Q4 		– Sell
-8,006
Closed -$147K – 1087
2015
Q3 		$147K Buy
8,006
+992
+14% +$18.9K 0.01% 339
2015
Q2 		$143K Buy
7,014
+710
+11% +$15.1K 0.01% 334
2015
Q1 		$131K Buy
6,304
+2,751
+77% +$51.2K 0.01% 337
2014
Q4 		$64K Sell
3,553
-423
-11% -$7.33K ﹤0.01% 440
2014
Q3 		$64K Sell
3,976
-8
-0.2% -$138 ﹤0.01% 363
2014
Q2 		$69K Buy
3,984
+1,951
+96% +$31.5K 0.01% 307
2014
Q1 		$34K Buy
+2,033
New +$33.1K ﹤0.01% 351

Other funds holding WU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Wealthfront's WU Position: Q2 2017 in Review

Wealthfront sold out of Western Union (WU) in Q2 2017, closing a stake of 11,086 shares — an estimated $226K sold.

Wealthfront first reported a position in WU in Q1 2014 and held it in 11 quarters. The position peaked at $241K in Q4 2016. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

  • Wealthfront reported no remaining Western Union position as of Q2 2017 after selling out during the quarter.
  • Wealthfront sold 11,086 Western Union shares in Q2 2017, an estimated $226K.
  • Wealthfront first reported a position in Western Union in Q1 2014 and held it in 11 quarters.
  • Wealthfront's Western Union position peaked at $241K in Q4 2016.
  • 549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

Based on Wealthfront's 13F filing for Q2 2017, filed 11 Aug 2017.