Cornerstone Advisors (Washington)’s Western Union WU Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	$13K	Hold	589	–	–	﹤0.01%	413
2020 Q2	$13K	Sell	589 -158	-21%	-$3.21K	﹤0.01%	413
2020 Q1	$14K	Buy	747 +298	+66%	+$7.31K	﹤0.01%	385
2019 Q4	$12K	Buy	449 +122	+37%	+$3.16K	﹤0.01%	402
2019 Q3	$8K	Sell	327 -95	-23%	-$2.05K	﹤0.01%	448
2019 Q2	$8K	Buy	422 +78	+23%	+$1.52K	﹤0.01%	846
2019 Q1	$6K	Buy	344 +129	+60%	+$2.32K	﹤0.01%	809
2018 Q4	$4K	Buy	215 +74	+52%	+$1.35K	﹤0.01%	812
2018 Q3	$3K	Hold	141	–	–	﹤0.01%	851
2018 Q2	$3K	Hold	141	–	–	﹤0.01%	810
2018 Q1	$3K	Sell	141 -140	-50%	-$2.81K	﹤0.01%	790
2017 Q4	$5K	Sell	281 -13	-4%	-$255	﹤0.01%	712
2017 Q3	$6K	Hold	294	–	–	﹤0.01%	683
2017 Q2	$6K	Buy	294 +34	+13%	+$658	﹤0.01%	670
2017 Q1	$5K	Hold	260	–	–	﹤0.01%	703
2016 Q4	$6K	Buy	260 +66	+34%	+$1.37K	0.01%	689
2016 Q3	$4K	Hold	194	–	–	﹤0.01%	723
2016 Q2	$4K	Hold	194	–	–	﹤0.01%	627
2016 Q1	$4K	Sell	194 -55	-22%	-$989	﹤0.01%	628
2015 Q4	$4K	Buy	249 +55	+28%	+$1.04K	﹤0.01%	624
2015 Q3	$4K	Sell	194 -22	-10%	-$419	﹤0.01%	616
2015 Q2	$4K	Buy	216 +22	+11%	+$468	﹤0.01%	480
2015 Q1	$4K	Hold	194	–	–	﹤0.01%	495
2014 Q4	$3K	Buy	194 +95	+96%	+$1.65K	﹤0.01%	521
2014 Q3	$2K	Hold	99	–	–	﹤0.01%	458
2014 Q2	$2K	Hold	99	–	–	﹤0.01%	499
2014 Q1	$2K	Buy	+99	New	+$1.61K	﹤0.01%	411

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

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

IFP

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

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

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

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

CCP

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

Cornerstone Advisors (Washington)'s WU Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Western Union (WU) position steady in Q3 2020 at 589 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Cornerstone Advisors (Washington) first reported a position in WU in Q1 2014 and has held it in 27 quarters since. The position peaked at $14K in Q1 2020. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

Cornerstone Advisors (Washington) held 589 shares of Western Union worth $13K as of Q3 2020.
Cornerstone Advisors (Washington) left its Western Union share count unchanged in Q3 2020.
Western Union made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #413 holding.
Cornerstone Advisors (Washington) first reported a position in Western Union in Q1 2014 and has held it in 27 quarters since.
Cornerstone Advisors (Washington)'s Western Union position peaked at $14K in Q1 2020.
558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.