Zeke Capital Advisors’s Western Union WU Stock Holding History

Zeke Capital Advisors’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
2018 Q4	–	Sell	-21,426	Closed	-$408K	–	657
2018 Q3	$408K	Hold	21,426	–	–	0.03%	450
2018 Q2	$436K	Sell	21,426 -33,920	-61%	-$675K	0.04%	331
2018 Q1	$1.06M	Sell	55,346 -7,575	-12%	-$152K	0.1%	185
2017 Q4	$1.2M	Buy	62,921 +19,209	+44%	+$377K	0.13%	141
2017 Q3	$839K	Buy	43,712 +24,862	+132%	+$474K	0.11%	140
2017 Q2	$359K	Buy	18,850 +938	+5%	+$18.2K	0.07%	171
2017 Q1	$365K	Buy	+17,912	New	+$366K	0.07%	162

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Zeke Capital Advisors's WU Position: Q4 2018 in Review

Zeke Capital Advisors sold out of Western Union (WU) in Q4 2018, closing a stake of 21,426 shares — an estimated $408K sold.

Zeke Capital Advisors first reported a position in WU in Q1 2017 and held it in 7 quarters. The position peaked at $1.2M in Q4 2017. 553 funds tracked by Wall St. Rank hold WU as of Q4 2018.

Zeke Capital Advisors reported no remaining Western Union position as of Q4 2018 after selling out during the quarter.
Zeke Capital Advisors sold 21,426 Western Union shares in Q4 2018, an estimated $408K.
Zeke Capital Advisors first reported a position in Western Union in Q1 2017 and held it in 7 quarters.
Zeke Capital Advisors's Western Union position peaked at $1.2M in Q4 2017.
553 funds tracked by Wall St. Rank held Western Union as of Q4 2018.

Based on Zeke Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.