WealthPLAN Partners’s Western Union WU Stock Holding History

WealthPLAN Partners’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	-150	Closed	-$2.95K	–	432
2017 Q1	$2.95K	Buy	+150	New	+$3.06K	0.01%	390
2016 Q3	$83.3K	Sell	4,099 -4,093	-50%	-$84.1K	0.03%	251
2016 Q2	$78.6K	Buy	+8,192	New	+$159K	0.01%	705
2015 Q4	$19.1K	Buy	+1,820	New	+$34.4K	﹤0.01%	939
2015 Q2	$8K	Hold	373	–	–	﹤0.01%	323
2015 Q1	$8K	Buy	+373	New	+$6.95K	﹤0.01%	397

Other funds holding WU

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

WealthPLAN Partners's WU Position: Q2 2017 in Review

WealthPLAN Partners sold out of Western Union (WU) in Q2 2017, closing a stake of 150 shares — an estimated $2.95K sold.

WealthPLAN Partners first reported a position in WU in Q1 2015 and held it in 6 quarters. The position peaked at $83.3K in Q3 2016. 549 funds tracked by Wall St. Rank hold WU as of Q2 2017.

WealthPLAN Partners reported no remaining Western Union position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 150 Western Union shares in Q2 2017, an estimated $2.95K.
WealthPLAN Partners first reported a position in Western Union in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Western Union position peaked at $83.3K in Q3 2016.
549 funds tracked by Wall St. Rank held Western Union as of Q2 2017.

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