BRF
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B. Riley Financial’s Western Digital WDC Stock Holding History

B. Riley Financial’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
-13,230
Closed -$774K – 305
2018
Q2 		$774K Sell
13,230
-8,864
-40% -$564K 0.2% 94
2018
Q1 		$1.54M Buy
+22,094
New +$1.49M 0.43% 53

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BlackRock
BlackRock New York $5.72T 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 $432B 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 $1.02T AUM 30.18% 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

B. Riley Financial's WDC Position: Q3 2018 in Review

B. Riley Financial sold out of Western Digital (WDC) in Q3 2018, closing a stake of 13,230 shares — an estimated $774K sold.

B. Riley Financial first reported a position in WDC in Q1 2018 and held it in 2 quarters. The position peaked at $1.54M in Q1 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • B. Riley Financial reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 13,230 Western Digital shares in Q3 2018, an estimated $774K.
  • B. Riley Financial first reported a position in Western Digital in Q1 2018 and held it in 2 quarters.
  • B. Riley Financial's Western Digital position peaked at $1.54M in Q1 2018.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.