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Concert Wealth Management’s Western Digital WDC Stock Holding History

Concert Wealth 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
Q2 		– Sell
-9,904
Closed -$506K – 439
2017
Q1 		$506K Buy
9,904
+409
+4% +$23.5K 0.11% 247
2016
Q4 		$485K Buy
9,495
+300
+3% +$13.8K 0.11% 258
2016
Q3 		$406K Sell
9,195
-1,947
-17% -$73.4K 0.05% 421
2016
Q2 		$400K Buy
11,142
+1,255
+13% +$41.3K 0.05% 389
2016
Q1 		$354K Sell
9,887
-713
-7% -$25.5K 0.05% 423
2015
Q4 		$483K Sell
10,600
-892
-8% -$45.5K 0.06% 371
2015
Q3 		$692K Buy
11,492
+235
+2% +$14.1K 0.09% 276
2015
Q2 		$668K Sell
11,257
-617
-5% -$44.2K 0.09% 300
2015
Q1 		$649K Buy
11,874
+1,696
+17% +$133K 0.19% 155
2014
Q4 		$850K Buy
10,178
+98
+1% +$7.4K 0.13% 209
2014
Q3 		$741K Sell
10,080
-1,183
-11% -$88.9K 0.1% 193
2014
Q2 		$760K Sell
11,263
-307
-3% -$20.6K 0.09% 193
2014
Q1 		$785K Buy
11,570
+916
+9% +$59.8K 0.1% 185
2013
Q4 		$676K Sell
10,654
-4,489
-30% -$251K 0.09% 205
2013
Q3 		$722K Sell
15,143
-2,580
-15% -$127K 0.1% 186
2013
Q2 		$820K Buy
+17,723
New +$777K 0.12% 131

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concert Wealth Management's WDC Position: Q2 2017 in Review

Concert Wealth Management sold out of Western Digital (WDC) in Q2 2017, closing a stake of 9,904 shares — an estimated $506K sold.

Concert Wealth Management first reported a position in WDC in Q2 2013 and held it in 16 quarters. The position peaked at $850K in Q4 2014. 774 funds tracked by Wall St. Rank hold WDC as of Q2 2017.

  • Concert Wealth Management reported no remaining Western Digital position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 9,904 Western Digital shares in Q2 2017, an estimated $506K.
  • Concert Wealth Management first reported a position in Western Digital in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Western Digital position peaked at $850K in Q4 2014.
  • 774 funds tracked by Wall St. Rank held Western Digital as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.