Brookstone Capital Management’s Western Union WU Stock Holding History

Brookstone Capital 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
2020 Q4	–	Sell	-10,307	Closed	-$221K	–	527
2020 Q3	$221K	Buy	+10,307	New	+$234K	0.01%	391
2020 Q1	–	Sell	-27,296	Closed	-$731K	–	438
2019 Q4	$731K	Buy	+27,296	New	+$708K	0.04%	222
2018 Q4	–	Sell	-240,817	Closed	-$4.59M	–	408
2018 Q3	$4.59M	Buy	240,817 +3,469	+1%	+$67.3K	0.35%	86
2018 Q2	$4.83M	Sell	237,348 -45,262	-16%	-$901K	0.42%	70
2018 Q1	$5.43M	Buy	282,610 +4,654	+2%	+$93.4K	0.49%	67
2017 Q4	$5.28M	Buy	+277,956	New	+$5.45M	0.47%	83
2015 Q4	–	Sell	-2,190	Closed	-$40K	–	887
2015 Q3	$40K	Buy	2,190 +26	+1%	+$495	0.01%	483
2015 Q2	$44K	Buy	+2,164	New	+$46.1K	0.01%	531

Other funds holding WU

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

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

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

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

IFP

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

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

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

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

CCP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brookstone Capital Management's WU Position: Q4 2020 in Review

Brookstone Capital Management sold out of Western Union (WU) in Q4 2020, closing a stake of 10,307 shares — an estimated $221K sold.

Brookstone Capital Management first reported a position in WU in Q2 2015 and held it in 8 quarters. The position peaked at $5.43M in Q1 2018. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

Brookstone Capital Management reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
Brookstone Capital Management sold 10,307 Western Union shares in Q4 2020, an estimated $221K.
Brookstone Capital Management first reported a position in Western Union in Q2 2015 and held it in 8 quarters.
Brookstone Capital Management's Western Union position peaked at $5.43M in Q1 2018.
580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Brookstone Capital Management's 13F filing for Q4 2020, filed 13 Jan 2021.