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Crestone Asset Management’s Western Union WU Stock Holding History

Crestone Asset 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
Q3 		– Sell
-15,521
Closed -$336K – 68
2020
Q2 		$336K Buy
+15,521
New +$315K 0.11% 50

Other funds holding WU

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
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

Crestone Asset Management's WU Position: Q3 2020 in Review

Crestone Asset Management sold out of Western Union (WU) in Q3 2020, closing a stake of 15,521 shares — an estimated $336K sold.

Crestone Asset Management first reported a position in WU in Q2 2020 and held it in 1 quarter. The position peaked at $336K in Q2 2020. 558 funds tracked by Wall St. Rank hold WU as of Q3 2020.

  • Crestone Asset Management reported no remaining Western Union position as of Q3 2020 after selling out during the quarter.
  • Crestone Asset Management sold 15,521 Western Union shares in Q3 2020, an estimated $336K.
  • Crestone Asset Management first reported a position in Western Union in Q2 2020 and held it in 1 quarter.
  • Crestone Asset Management's Western Union position peaked at $336K in Q2 2020.
  • 558 funds tracked by Wall St. Rank held Western Union as of Q3 2020.

Based on Crestone Asset Management's 13F filing for Q3 2020, filed 12 Mar 2021.