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Calvert Investment Management’s Western Digital WDC Stock Holding History

Calvert 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
2017
Q1 		– Sell
-21,523
Closed -$1.1M – 610
2016
Q4 		$1.1M Sell
21,523
-1,631
-7% -$75.2K 0.04% 368
2016
Q3 		$1.02M Buy
23,154
+1,941
+9% +$73.1K 0.04% 380
2016
Q2 		$758K Buy
21,213
+4,501
+27% +$148K 0.03% 412
2016
Q1 		$597K Buy
16,712
+1,265
+8% +$45.2K 0.03% 439
2015
Q4 		$701K Buy
15,447
+4,745
+44% +$242K 0.03% 367
2015
Q3 		$643K Buy
10,702
+483
+5% +$29K 0.03% 306
2015
Q2 		$606K Sell
10,219
-2,795
-21% -$200K 0.03% 328
2015
Q1 		$895K Buy
13,014
+1,518
+13% +$119K 0.06% 241
2014
Q4 		$962K Buy
11,496
+817
+8% +$61.7K 0.07% 226
2014
Q3 		$786K Buy
+10,679
New +$803K 0.06% 246

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 $247M AUM 20.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Calvert Investment Management's WDC Position: Q1 2017 in Review

Calvert Investment Management sold out of Western Digital (WDC) in Q1 2017, closing a stake of 21,523 shares — an estimated $1.1M sold.

Calvert Investment Management first reported a position in WDC in Q3 2014 and held it in 10 quarters. The position peaked at $1.1M in Q4 2016. 737 funds tracked by Wall St. Rank hold WDC as of Q1 2017.

  • Calvert Investment Management reported no remaining Western Digital position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 21,523 Western Digital shares in Q1 2017, an estimated $1.1M.
  • Calvert Investment Management first reported a position in Western Digital in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Western Digital position peaked at $1.1M in Q4 2016.
  • 737 funds tracked by Wall St. Rank held Western Digital as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.