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West Oak Capital’s Western Union WU Stock Holding History

West Oak Capital’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
Q3 		– Sell
-1,968
Closed -$37.5K – 354
2017
Q2 		$37.5K Hold
1,968
– – 0.02% 206
2017
Q1 		$40K Buy
1,968
+100
+5% +$2.04K 0.02% 198
2016
Q4 		$40.6K Sell
1,868
-169
-8% -$3.51K 0.03% 196
2016
Q3 		$42.4K Buy
2,037
+588
+41% +$12.1K 0.03% 191
2016
Q2 		$27.8K Buy
+1,449
New +$28.1K 0.02% 205

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

West Oak Capital's WU Position: Q3 2017 in Review

West Oak Capital sold out of Western Union (WU) in Q3 2017, closing a stake of 1,968 shares — an estimated $37.5K sold.

West Oak Capital first reported a position in WU in Q2 2016 and held it in 5 quarters. The position peaked at $42.4K in Q3 2016. 528 funds tracked by Wall St. Rank hold WU as of Q3 2017.

  • West Oak Capital reported no remaining Western Union position as of Q3 2017 after selling out during the quarter.
  • West Oak Capital sold 1,968 Western Union shares in Q3 2017, an estimated $37.5K.
  • West Oak Capital first reported a position in Western Union in Q2 2016 and held it in 5 quarters.
  • West Oak Capital's Western Union position peaked at $42.4K in Q3 2016.
  • 528 funds tracked by Wall St. Rank held Western Union as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.