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Carnick & Kubik’s Western Union WU Stock Holding History

Carnick & Kubik’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
2013
Q3 		– Sell
-27,240
Closed -$466K – 106
2013
Q2 		$466K Buy
+27,240
New +$432K 0.57% 61

Other funds holding WU

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Carnick & Kubik's WU Position: Q3 2013 in Review

Carnick & Kubik sold out of Western Union (WU) in Q3 2013, closing a stake of 27,240 shares — an estimated $466K sold.

Carnick & Kubik first reported a position in WU in Q2 2013 and held it in 1 quarter. The position peaked at $466K in Q2 2013. 592 funds tracked by Wall St. Rank hold WU as of Q3 2013.

  • Carnick & Kubik reported no remaining Western Union position as of Q3 2013 after selling out during the quarter.
  • Carnick & Kubik sold 27,240 Western Union shares in Q3 2013, an estimated $466K.
  • Carnick & Kubik first reported a position in Western Union in Q2 2013 and held it in 1 quarter.
  • Carnick & Kubik's Western Union position peaked at $466K in Q2 2013.
  • 592 funds tracked by Wall St. Rank held Western Union as of Q3 2013.

Based on Carnick & Kubik's 13F filing for Q3 2013, filed 29 Oct 2013.