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Alambic Investment Management’s Western Union WU Stock Holding History

Alambic Investment Management’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
-29,300
Closed -$583K – 358
2019
Q2 		$583K Sell
29,300
-24,800
-46% -$483K 0.36% 108
2019
Q1 		$999K Buy
+54,100
New +$973K 0.41% 90
2018
Q1 		– Sell
-19,950
Closed -$379K – 530
2017
Q4 		$379K Sell
19,950
-5,950
-23% -$117K 0.05% 352
2017
Q3 		$497K Buy
25,900
+750
+3% +$14.3K 0.05% 349
2017
Q2 		$479K Buy
+25,150
New +$487K 0.06% 394

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Alambic Investment Management's WU Position: Q3 2019 in Review

Alambic Investment Management sold out of Western Union (WU) in Q3 2019, closing a stake of 29,300 shares — an estimated $583K sold.

Alambic Investment Management first reported a position in WU in Q2 2017 and held it in 5 quarters. The position peaked at $999K in Q1 2019. 543 funds tracked by Wall St. Rank hold WU as of Q3 2019.

  • Alambic Investment Management reported no remaining Western Union position as of Q3 2019 after selling out during the quarter.
  • Alambic Investment Management sold 29,300 Western Union shares in Q3 2019, an estimated $583K.
  • Alambic Investment Management first reported a position in Western Union in Q2 2017 and held it in 5 quarters.
  • Alambic Investment Management's Western Union position peaked at $999K in Q1 2019.
  • 543 funds tracked by Wall St. Rank held Western Union as of Q3 2019.

Based on Alambic Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.