Cornerstone Financial Partners’s Western Digital WDC Stock Holding History

Cornerstone Financial Partners’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 Q4	$2M	Sell	33,285 -503	-1%	-$32.4K	0.65%	40
2017 Q3	$2.21M	Sell	33,788 -1	-0%	-$66	0.84%	36
2017 Q2	$2.27M	Buy	33,789 +2,459	+8%	+$163K	0.89%	30
2017 Q1	$1.96M	Buy	31,330 +25,611	+448%	+$1.47M	0.66%	42
2016 Q4	$294K	Buy	+5,719	New	+$264K	0.09%	133
2016 Q2	–	Sell	-39,953	Closed	-$1.43M	–	183
2016 Q1	$1.43M	Buy	+39,953	New	+$1.43M	0.55%	58

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

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

Cornerstone Financial Partners's WDC Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its Western Digital (WDC) stake by 1.5% in Q4 2017, selling an estimated $32.4K and leaving 33,285 shares worth $2M. The position accounts for 0.65% of the portfolio, ranked #40.

Cornerstone Financial Partners first reported a position in WDC in Q1 2016 and has held it in 6 quarters since. The position peaked at $2.27M in Q2 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

Cornerstone Financial Partners held 33,285 shares of Western Digital worth $2M as of Q4 2017.
Cornerstone Financial Partners sold 503 Western Digital shares in Q4 2017, an estimated $32.4K.
Western Digital made up 0.65% of Cornerstone Financial Partners's portfolio in Q4 2017, its #40 holding.
Cornerstone Financial Partners first reported a position in Western Digital in Q1 2016 and has held it in 6 quarters since.
Cornerstone Financial Partners's Western Digital position peaked at $2.27M in Q2 2017.
788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.