Yorktown Management & Research Company’s Western Union WU Stock Holding History

Yorktown Management & Research Company’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
2016 Q4	–	Sell	-20,100	Closed	-$418K	–	405
2016 Q3	$418K	Buy	+20,100	New	+$413K	0.09%	92
2015 Q1	–	Sell	-61,000	Closed	-$1.09M	–	524
2014 Q4	$1.09M	Hold	61,000	–	–	0.23%	80
2014 Q3	$978K	Hold	61,000	–	–	0.19%	97
2014 Q2	$1.06M	Hold	61,000	–	–	0.2%	89
2014 Q1	$998K	Hold	61,000	–	–	0.19%	102
2013 Q4	$1.05M	Hold	61,000	–	–	0.21%	95
2013 Q3	$1.14M	Hold	61,000	–	–	0.24%	82
2013 Q2	$1.04M	Buy	+61,000	New	+$966K	0.22%	87

Other funds holding WU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Yorktown Management & Research Company's WU Position: Q4 2016 in Review

Yorktown Management & Research Company sold out of Western Union (WU) in Q4 2016, closing a stake of 20,100 shares — an estimated $418K sold.

Yorktown Management & Research Company first reported a position in WU in Q2 2013 and held it in 8 quarters. The position peaked at $1.14M in Q3 2013. 577 funds tracked by Wall St. Rank hold WU as of Q4 2016.

Yorktown Management & Research Company reported no remaining Western Union position as of Q4 2016 after selling out during the quarter.
Yorktown Management & Research Company sold 20,100 Western Union shares in Q4 2016, an estimated $418K.
Yorktown Management & Research Company first reported a position in Western Union in Q2 2013 and held it in 8 quarters.
Yorktown Management & Research Company's Western Union position peaked at $1.14M in Q3 2013.
577 funds tracked by Wall St. Rank held Western Union as of Q4 2016.

Based on Yorktown Management & Research Company's 13F filing for Q4 2016, filed 10 Feb 2017.