AIM
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Assured Investment Management’s Western Digital WDC Stock Holding History

Assured Investment Management’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
2018
Q3 		– Sell
-54,676
Closed -$3.2M – 1302
2018
Q2 		$3.2M Sell
54,676
-3,732
-6% -$237K 0.07% 328
2018
Q1 		$4.07M Sell
58,408
-3,661
-6% -$246K 0.12% 257
2017
Q4 		$3.73M Buy
+62,069
New +$4M 0.11% 276
2016
Q3 		– Sell
-6,219
Closed -$222K – 709
2016
Q2 		$222K Sell
6,219
-4,450
-42% -$147K 0.01% 490
2016
Q1 		$381K Buy
+10,669
New +$382K 0.01% 385
2015
Q4 		– Sell
-7,138
Closed -$429K – 746
2015
Q3 		$429K Buy
7,138
+4,667
+189% +$281K 0.01% 384
2015
Q2 		$146K Buy
+2,471
New +$177K ﹤0.01% 535

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return