Curbstone Financial Management Corp’s Western Union WU Stock Holding History

Curbstone Financial Management Corp’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 Q1	–	Sell	-17,950	Closed	-$481K	–	174
2019 Q4	$481K	Sell	17,950 -300	-2%	-$7.78K	0.11%	162
2019 Q3	$423K	Buy	+18,250	New	+$394K	0.11%	164
2019 Q1	–	Sell	-20,200	Closed	-$345K	–	170
2018 Q4	$345K	Hold	20,200	–	–	0.1%	162
2018 Q3	$385K	Hold	20,200	–	–	0.1%	172
2018 Q2	$411K	Sell	20,200 -300	-1%	-$5.97K	0.11%	162
2018 Q1	$394K	Buy	20,500 +5,750	+39%	+$115K	0.11%	161
2017 Q4	$280K	Sell	14,750 -19,450	-57%	-$382K	0.15%	143
2017 Q3	$657K	Buy	34,200 +15,425	+82%	+$294K	0.19%	130
2017 Q2	$358K	Buy	18,775 +3,850	+26%	+$74.5K	0.22%	122
2017 Q1	$304K	Buy	14,925 +2,350	+19%	+$48K	0.19%	129
2016 Q4	$273K	Sell	12,575 -11,475	-48%	-$238K	0.17%	132
2016 Q3	$501K	Buy	+24,050	New	+$494K	0.16%	142

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curbstone Financial Management Corp's WU Position: Q1 2020 in Review

Curbstone Financial Management Corp sold out of Western Union (WU) in Q1 2020, closing a stake of 17,950 shares — an estimated $481K sold.

Curbstone Financial Management Corp first reported a position in WU in Q3 2016 and held it in 12 quarters. The position peaked at $657K in Q3 2017. 579 funds tracked by Wall St. Rank hold WU as of Q1 2020.

Curbstone Financial Management Corp reported no remaining Western Union position as of Q1 2020 after selling out during the quarter.
Curbstone Financial Management Corp sold 17,950 Western Union shares in Q1 2020, an estimated $481K.
Curbstone Financial Management Corp first reported a position in Western Union in Q3 2016 and held it in 12 quarters.
Curbstone Financial Management Corp's Western Union position peaked at $657K in Q3 2017.
579 funds tracked by Wall St. Rank held Western Union as of Q1 2020.

Based on Curbstone Financial Management Corp's 13F filing for Q1 2020, filed 20 Apr 2020.