Bollard Group’s Western Digital WDC Stock Holding History

Bollard 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
2018 Q1	–	Sell	-265	Closed	-$16K	–	269
2017 Q4	$16K	Hold	265	–	–	﹤0.01%	232
2017 Q3	$17K	Hold	265	–	–	﹤0.01%	240
2017 Q2	$18K	Buy	+265	New	+$17.6K	﹤0.01%	244

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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

Bollard Group's WDC Position: Q1 2018 in Review

Bollard Group sold out of Western Digital (WDC) in Q1 2018, closing a stake of 265 shares — an estimated $16K sold.

Bollard Group first reported a position in WDC in Q2 2017 and held it in 3 quarters. The position peaked at $18K in Q2 2017. 812 funds tracked by Wall St. Rank hold WDC as of Q1 2018.

Bollard Group reported no remaining Western Digital position as of Q1 2018 after selling out during the quarter.
Bollard Group sold 265 Western Digital shares in Q1 2018, an estimated $16K.
Bollard Group first reported a position in Western Digital in Q2 2017 and held it in 3 quarters.
Bollard Group's Western Digital position peaked at $18K in Q2 2017.
812 funds tracked by Wall St. Rank held Western Digital as of Q1 2018.

Based on Bollard Group's 13F filing for Q1 2018, filed 14 May 2018.