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Bellecapital’s Western Digital WDC Stock Holding History

Bellecapital’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
Q3 		– Sell
-28,669
Closed -$1.92M – 79
2017
Q2 		$1.92M Sell
28,669
-604
-2% -$40.1K 1.68% 20
2017
Q1 		$1.83M Hold
29,273
– – 1.69% 20
2016
Q4 		$1.5M Buy
29,273
+16,240
+125% +$749K 1.34% 22
2016
Q3 		$558K Buy
13,033
+458
+4% +$17.3K 0.62% 36
2016
Q2 		$424K Buy
+12,575
New +$414K 0.46% 41

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellecapital's WDC Position: Q3 2017 in Review

Bellecapital sold out of Western Digital (WDC) in Q3 2017, closing a stake of 28,669 shares — an estimated $1.92M sold.

Bellecapital first reported a position in WDC in Q2 2016 and held it in 5 quarters. The position peaked at $1.92M in Q2 2017. 763 funds tracked by Wall St. Rank hold WDC as of Q3 2017.

  • Bellecapital reported no remaining Western Digital position as of Q3 2017 after selling out during the quarter.
  • Bellecapital sold 28,669 Western Digital shares in Q3 2017, an estimated $1.92M.
  • Bellecapital first reported a position in Western Digital in Q2 2016 and held it in 5 quarters.
  • Bellecapital's Western Digital position peaked at $1.92M in Q2 2017.
  • 763 funds tracked by Wall St. Rank held Western Digital as of Q3 2017.

Based on Bellecapital's 13F filing for Q3 2017, filed 25 Oct 2017.