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Baltimore-Washington Financial Advisors’s Western Digital WDC Stock Holding History

Baltimore-Washington Financial Advisors’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
2014
Q1 		– Sell
-29
Closed -$2K – 292
2013
Q4 		$2K Buy
+29
New +$1.62K ﹤0.01% 271

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baltimore-Washington Financial Advisors's WDC Position: Q1 2014 in Review

Baltimore-Washington Financial Advisors sold out of Western Digital (WDC) in Q1 2014, closing a stake of 29 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in WDC in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 546 funds tracked by Wall St. Rank hold WDC as of Q1 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Western Digital position as of Q1 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 29 Western Digital shares in Q1 2014, an estimated $2K.
  • Baltimore-Washington Financial Advisors first reported a position in Western Digital in Q4 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Western Digital position peaked at $2K in Q4 2013.
  • 546 funds tracked by Wall St. Rank held Western Digital as of Q1 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.