YorkBridge Wealth Partners’s Western Union WU Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-184	Closed	-$4K	–	654
2019 Q2	$4K	Hold	184	–	–	﹤0.01%	676
2019 Q1	$3K	Hold	184	–	–	﹤0.01%	684
2018 Q4	$3K	Hold	184	–	–	﹤0.01%	666
2018 Q3	$3K	Hold	184	–	–	﹤0.01%	695
2018 Q2	$4K	Hold	184	–	–	﹤0.01%	714
2018 Q1	$3K	Hold	184	–	–	﹤0.01%	745
2017 Q4	$4K	Hold	184	–	–	﹤0.01%	739
2017 Q3	$4K	Hold	184	–	–	﹤0.01%	729
2017 Q2	$4K	Hold	184	–	–	﹤0.01%	729
2017 Q1	$4K	Sell	184 -126	-41%	-$2.57K	﹤0.01%	716
2016 Q4	$7K	Buy	+310	New	+$6.43K	﹤0.01%	653

Other funds holding WU

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IFP

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

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

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

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

CCP

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

YorkBridge Wealth Partners's WU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Western Union (WU) in Q3 2019, closing a stake of 184 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in WU in Q4 2016 and held it in 11 quarters. The position peaked at $7K in Q4 2016. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Western Union position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 184 Western Union shares in Q3 2019, an estimated $4K.
YorkBridge Wealth Partners first reported a position in Western Union in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Western Union position peaked at $7K in Q4 2016.
543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.