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Boston Advisors’s Western Digital WDC Stock Holding History

Boston 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
2018
Q3 		– Sell
-434,779
Closed -$25.4M – 676
2018
Q2 		$25.4M Buy
434,779
+375,558
+634% +$23.9M 0.64% 34
2018
Q1 		$4.13M Sell
59,221
-140,074
-70% -$9.43M 0.11% 207
2017
Q4 		$12M Sell
199,295
-272,967
-58% -$17.6M 0.26% 118
2017
Q3 		$30.8M Sell
472,262
-71,660
-13% -$4.75M 0.7% 27
2017
Q2 		$36.4M Buy
543,922
+34,193
+7% +$2.27M 0.84% 19
2017
Q1 		$31.8M Sell
509,729
-83,058
-14% -$4.77M 0.75% 22
2016
Q4 		$30.4M Buy
+592,787
New +$27.3M 0.73% 23
2015
Q2 		– Sell
-24,928
Closed -$1.72M – 689
2015
Q1 		$1.72M Buy
24,928
+3,478
+16% +$272K 0.07% 223
2014
Q4 		$1.79M Buy
+21,450
New +$1.62M 0.08% 212

Other funds holding WDC

Vanguard Group
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 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

Boston Advisors's WDC Position: Q3 2018 in Review

Boston Advisors sold out of Western Digital (WDC) in Q3 2018, closing a stake of 434,779 shares — an estimated $25.4M sold.

Boston Advisors first reported a position in WDC in Q4 2014 and held it in 9 quarters. The position peaked at $36.4M in Q2 2017. 698 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • Boston Advisors reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • Boston Advisors sold 434,779 Western Digital shares in Q3 2018, an estimated $25.4M.
  • Boston Advisors first reported a position in Western Digital in Q4 2014 and held it in 9 quarters.
  • Boston Advisors's Western Digital position peaked at $36.4M in Q2 2017.
  • 698 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.