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Capstone Investment Advisors (Netherlands)’s Western Digital WDC Stock Holding History

Capstone Investment Advisors (Netherlands)’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
Q2 		$229K Sell
3,420
-1,794
-34% -$119K 0.8% 66
2017
Q1 		$325K Sell
5,214
-953
-15% -$54.7K 0.92% 21
2016
Q4 		$317K Buy
+6,167
New +$284K 0.54% 57

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s WDC Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) reduced its Western Digital (WDC) stake by 34% in Q2 2017, selling an estimated $119K and leaving 3,420 shares worth $229K. The position accounts for 0.8% of the portfolio, ranked #66.

Capstone Investment Advisors (Netherlands) first reported a position in WDC in Q4 2016 and has held it in 3 quarters since. The position peaked at $325K in Q1 2017. 774 funds tracked by Wall St. Rank hold WDC as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 3,420 shares of Western Digital worth $229K as of Q2 2017.
  • Capstone Investment Advisors (Netherlands) sold 1,794 Western Digital shares in Q2 2017, an estimated $119K.
  • Western Digital made up 0.8% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #66 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in Western Digital in Q4 2016 and has held it in 3 quarters since.
  • Capstone Investment Advisors (Netherlands)'s Western Digital position peaked at $325K in Q1 2017.
  • 774 funds tracked by Wall St. Rank held Western Digital as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.