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Bellwether Investment Group’s Western Digital WDC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-116
Closed -$7K – 611
2017
Q1 		$7K Sell
116
-14
-11% -$804 0.02% 571
2016
Q4 		$7K Buy
+130
New +$5.99K 0.01% 734

Other funds holding WDC

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's WDC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Western Digital (WDC) in Q2 2017, closing a stake of 116 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in WDC in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2017. 774 funds tracked by Wall St. Rank hold WDC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Western Digital position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 116 Western Digital shares in Q2 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in Western Digital in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Western Digital position peaked at $7K in Q1 2017.
  • 774 funds tracked by Wall St. Rank held Western Digital as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.