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Wealthspire Advisors (Maryland)’s Western Union WU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,398
Closed -$26K – 2067
2019
Q1 		$26K Sell
1,398
-46
-3% -$827 ﹤0.01% 1176
2018
Q4 		$25K Sell
1,444
-701
-33% -$12.7K ﹤0.01% 1123
2018
Q3 		$41K Hold
2,145
– – ﹤0.01% 1038
2018
Q2 		$44K Buy
2,145
+185
+9% +$3.68K ﹤0.01% 1025
2018
Q1 		$38K Sell
1,960
-311
-14% -$6.24K ﹤0.01% 1095
2017
Q4 		$43K Buy
2,271
+305
+16% +$5.99K ﹤0.01% 1070
2017
Q3 		$38K Buy
1,966
+539
+38% +$10.3K ﹤0.01% 1072
2017
Q2 		$27K Buy
1,427
+501
+54% +$9.7K ﹤0.01% 1160
2017
Q1 		$19K Buy
926
+215
+30% +$4.39K ﹤0.01% 1107
2016
Q4 		$15K Sell
711
-183
-20% -$3.8K ﹤0.01% 1106
2016
Q3 		$19K Buy
894
+26
+3% +$534 ﹤0.01% 1076
2016
Q2 		$17K Sell
868
-84
-9% -$1.63K ﹤0.01% 1055
2016
Q1 		$18K Sell
952
-39
-4% -$702 ﹤0.01% 1006
2015
Q4 		$18K Buy
+991
New +$18.7K ﹤0.01% 1005

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Western Union (WU) in Q2 2019, closing a stake of 1,398 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in WU in Q4 2015 and held it in 14 quarters. The position peaked at $44K in Q2 2018. 528 funds tracked by Wall St. Rank hold WU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Western Union position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,398 Western Union shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in Western Union in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Western Union position peaked at $44K in Q2 2018.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.