Clear Perspective Advisors’s Western Digital WDC Stock Holding History

Clear Perspective 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	-745	Closed	-$44K	–	435
2018 Q2	$44K	Hold	745	–	–	0.03%	263
2018 Q1	$52K	Hold	745	–	–	0.04%	238
2017 Q4	$45K	Hold	745	–	–	0.03%	242
2017 Q3	$49K	Buy	745 +134	+22%	+$8.89K	0.04%	237
2017 Q2	$41K	Buy	611 +132	+28%	+$8.77K	0.03%	242
2017 Q1	$30K	Hold	479	–	–	0.02%	250
2016 Q4	$25K	Buy	+479	New	+$22.1K	0.02%	254

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Clear Perspective Advisors's WDC Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Western Digital (WDC) in Q3 2018, closing a stake of 745 shares — an estimated $44K sold.

Clear Perspective Advisors first reported a position in WDC in Q4 2016 and held it in 7 quarters. The position peaked at $52K in Q1 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

Clear Perspective Advisors reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 745 Western Digital shares in Q3 2018, an estimated $44K.
Clear Perspective Advisors first reported a position in Western Digital in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Western Digital position peaked at $52K in Q1 2018.
697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.