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Kernodle & Katon Asset Management Group’s Western Union WU Stock Holding History

Kernodle & Katon Asset Management Group’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
2017
Q1 		$1K Sell
29
-4,595
-99% -$93.8K ﹤0.01% 317
2016
Q4 		$100K Buy
4,624
+4,224
+1,056% +$87.7K 0.06% 124
2016
Q3 		$8K Buy
+400
New +$8.22K 0.01% 268

Other funds holding WU

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Kernodle & Katon Asset Management Group's WU Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group reduced its Western Union (WU) stake by 99% in Q1 2017, selling an estimated $93.8K and leaving 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Kernodle & Katon Asset Management Group first reported a position in WU in Q3 2016 and has held it in 3 quarters since. The position peaked at $100K in Q4 2016. 567 funds tracked by Wall St. Rank hold WU as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 29 shares of Western Union worth $1K as of Q1 2017.
  • Kernodle & Katon Asset Management Group sold 4,595 Western Union shares in Q1 2017, an estimated $93.8K.
  • Western Union made up ﹤0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #317 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Western Union in Q3 2016 and has held it in 3 quarters since.
  • Kernodle & Katon Asset Management Group's Western Union position peaked at $100K in Q4 2016.
  • 567 funds tracked by Wall St. Rank held Western Union as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.