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Delphi Private Advisors’s Western Digital WDC Stock Holding History

Delphi Private 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
2017
Q1 		– Sell
-3
Closed – – 294
2016
Q4 		$0 Sell
3
-38
-93% -$1.75K ﹤0.01% 454
2016
Q3 		$2K Hold
41
– – ﹤0.01% 287
2016
Q2 		$1K Buy
+41
New +$1.35K ﹤0.01% 433

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Delphi Private Advisors's WDC Position: Q1 2017 in Review

Delphi Private Advisors sold out of Western Digital (WDC) in Q1 2017, closing a stake of 3 shares.

Delphi Private Advisors first reported a position in WDC in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 737 funds tracked by Wall St. Rank hold WDC as of Q1 2017.

  • Delphi Private Advisors reported no remaining Western Digital position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 3 Western Digital shares in Q1 2017.
  • Delphi Private Advisors first reported a position in Western Digital in Q2 2016 and held it in 3 quarters.
  • Delphi Private Advisors's Western Digital position peaked at $2K in Q3 2016.
  • 737 funds tracked by Wall St. Rank held Western Digital as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.