Aviance Capital Management’s Western Digital WDC Stock Holding History

Aviance Capital 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
2019 Q1	$3.73M	Buy	102,638 +94,479	+1,158%	+$3.23M	0.56%	52
2018 Q4	$228K	Sell	8,159 -110,846	-93%	-$3.93M	0.03%	150
2018 Q3	$5.27M	Sell	119,005 -30,321	-20%	-$1.54M	0.52%	53
2018 Q2	$8.74M	Buy	149,326 +33,003	+28%	+$2.1M	0.73%	34
2018 Q1	$8.11M	Buy	116,323 +97,170	+507%	+$6.54M	0.63%	43
2017 Q4	$1.15M	Sell	19,153 -950	-5%	-$61.2K	0.08%	117
2017 Q3	$1.31M	Sell	20,103 -1,048	-5%	-$69.5K	0.09%	111
2017 Q2	$1.42M	Sell	21,151 -19,359	-48%	-$1.29M	0.09%	114
2017 Q1	$2.53M	Sell	40,510 -7,667	-16%	-$440K	0.14%	90
2016 Q4	$2.47M	Buy	48,177 +26,955	+127%	+$1.24M	0.13%	91
2016 Q3	$938K	Buy	21,222 +14,709	+226%	+$554K	0.03%	220
2016 Q2	$233K	Buy	+6,513	New	+$214K	0.01%	302
2015 Q2	–	Sell	-10,641	Closed	-$732K	–	239
2015 Q1	$732K	Sell	10,641 -82,248	-89%	-$6.43M	0.03%	164
2014 Q4	$7.77M	Buy	92,889 +85,495	+1,156%	+$6.46M	0.28%	67
2014 Q3	$544K	Buy	7,394 +3,835	+108%	+$288K	0.02%	225
2014 Q2	$248K	Buy	+3,559	New	+$239K	0.01%	276
2014 Q1	–	Sell	-24	Closed	-$2K	–	407
2013 Q4	$2K	Sell	24 -18	-43%	-$1.01K	﹤0.01%	405
2013 Q3	$2K	Sell	42 -16,035	-100%	-$792K	﹤0.01%	415
2013 Q2	$755K	Buy	+16,077	New	+$704K	0.42%	71

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviance Capital Management's WDC Position: Q1 2019 in Review

Aviance Capital Management increased its Western Digital (WDC) stake by 1,158% in Q1 2019, buying an estimated $3.23M and bringing the position to 102,638 shares worth $3.73M. The position accounts for 0.56% of the portfolio, ranked #52.

Aviance Capital Management first reported a position in WDC in Q2 2013 and has held it in 19 quarters since. The position peaked at $8.74M in Q2 2018. 688 funds tracked by Wall St. Rank hold WDC as of Q1 2019.

Aviance Capital Management held 102,638 shares of Western Digital worth $3.73M as of Q1 2019.
Aviance Capital Management bought 94,479 Western Digital shares in Q1 2019, an estimated $3.23M.
Western Digital made up 0.56% of Aviance Capital Management's portfolio in Q1 2019, its #52 holding.
Aviance Capital Management first reported a position in Western Digital in Q2 2013 and has held it in 19 quarters since.
Aviance Capital Management's Western Digital position peaked at $8.74M in Q2 2018.
688 funds tracked by Wall St. Rank held Western Digital as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.