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BRC Investment Management’s Western Digital WDC Stock Holding History

BRC Investment Management’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
2016
Q3 		$791K Buy
+17,904
New +$675K 0.13% 125
2014
Q2 		– Sell
-8,856
Closed -$615K – 172
2014
Q1 		$615K Sell
8,856
-7
-0.1% -$457 0.1% 59
2013
Q4 		$562K Buy
8,863
+110
+1% +$6.15K 0.09% 66
2013
Q3 		$419K Buy
+8,753
New +$432K 0.06% 124

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BRC Investment Management's WDC Position: Q3 2016 in Review

BRC Investment Management opened a new position in Western Digital (WDC) in Q3 2016: 17,904 shares worth $791K. The stake represents 0.13% of the portfolio and ranks #125 among its holdings. This is a return to the name: BRC Investment Management previously reported a position in WDC as recently as Q1 2014.

BRC Investment Management first reported a position in WDC in Q3 2013 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold WDC as of Q3 2016.

  • BRC Investment Management held 17,904 shares of Western Digital worth $791K as of Q3 2016.
  • Western Digital was a new BRC Investment Management position in Q3 2016.
  • Western Digital made up 0.13% of BRC Investment Management's portfolio in Q3 2016, its #125 holding.
  • BRC Investment Management first reported a position in Western Digital in Q3 2013 and has held it in 4 quarters since.
  • 647 funds tracked by Wall St. Rank held Western Digital as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.