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Avalon Investment & Advisory’s Western Digital WDC Stock Holding History

Avalon Investment & Advisory’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
Q4 		– Sell
-202,537
Closed -$13.2M – 377
2017
Q3 		$13.2M Sell
202,537
-4,974
-2% -$330K 0.42% 89
2017
Q2 		$13.9M Sell
207,511
-2,683
-1% -$178K 0.46% 75
2017
Q1 		$13.1M Buy
+210,194
New +$12.1M 0.45% 78

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avalon Investment & Advisory's WDC Position: Q4 2017 in Review

Avalon Investment & Advisory sold out of Western Digital (WDC) in Q4 2017, closing a stake of 202,537 shares — an estimated $13.2M sold.

Avalon Investment & Advisory first reported a position in WDC in Q1 2017 and held it in 3 quarters. The position peaked at $13.9M in Q2 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

  • Avalon Investment & Advisory reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 202,537 Western Digital shares in Q4 2017, an estimated $13.2M.
  • Avalon Investment & Advisory first reported a position in Western Digital in Q1 2017 and held it in 3 quarters.
  • Avalon Investment & Advisory's Western Digital position peaked at $13.9M in Q2 2017.
  • 788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Avalon Investment & Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.