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CWM
Concert Wealth Management’s
Western Digital
WDC
Stock Holding History
Concert Wealth Management’s Portfolio
WDC Stock Details
WDC Fund Activity
Bought
Maintained
Sold
Shares
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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