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Caldwell & Orkin’s Western Digital WDC Stock Holding History

Caldwell & Orkin’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
-10,716
Closed -$718K – 74
2017
Q2 		$718K Buy
10,716
+1,323
+14% +$87.9K 0.89% 37
2017
Q1 		$586K Sell
9,393
-8,468
-47% -$486K 0.33% 75
2016
Q4 		$917K Buy
+17,861
New +$823K 0.58% 59

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $247M AUM 20.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Caldwell & Orkin's WDC Position: Q3 2017 in Review

Caldwell & Orkin sold out of Western Digital (WDC) in Q3 2017, closing a stake of 10,716 shares — an estimated $718K sold.

Caldwell & Orkin first reported a position in WDC in Q4 2016 and held it in 3 quarters. The position peaked at $917K in Q4 2016. 763 funds tracked by Wall St. Rank hold WDC as of Q3 2017.

  • Caldwell & Orkin reported no remaining Western Digital position as of Q3 2017 after selling out during the quarter.
  • Caldwell & Orkin sold 10,716 Western Digital shares in Q3 2017, an estimated $718K.
  • Caldwell & Orkin first reported a position in Western Digital in Q4 2016 and held it in 3 quarters.
  • Caldwell & Orkin's Western Digital position peaked at $917K in Q4 2016.
  • 763 funds tracked by Wall St. Rank held Western Digital as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.