Advisory Research’s Western Digital WDC Stock Holding History

Advisory Research’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,960	Closed	-$265K	–	477
2017 Q2	$265K	Sell	3,960 -182	-4%	-$12.1K	﹤0.01%	405
2017 Q1	$258K	Sell	4,142 -957	-19%	-$55K	﹤0.01%	389
2016 Q4	$262K	Buy	+5,099	New	+$235K	﹤0.01%	345
2014 Q2	–	Sell	-1,052	Closed	-$73K	–	673
2014 Q1	$73K	Buy	+1,052	New	+$68.7K	﹤0.01%	396

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's WDC Position: Q3 2017 in Review

Advisory Research sold out of Western Digital (WDC) in Q3 2017, closing a stake of 3,960 shares — an estimated $265K sold.

Advisory Research first reported a position in WDC in Q1 2014 and held it in 4 quarters. The position peaked at $265K in Q2 2017. 763 funds tracked by Wall St. Rank hold WDC as of Q3 2017.

Advisory Research reported no remaining Western Digital position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 3,960 Western Digital shares in Q3 2017, an estimated $265K.
Advisory Research first reported a position in Western Digital in Q1 2014 and held it in 4 quarters.
Advisory Research's Western Digital position peaked at $265K in Q2 2017.
763 funds tracked by Wall St. Rank held Western Digital as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.