Dubuque Bank & Trust’s Western Digital WDC Stock Holding History

Dubuque Bank & Trust’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	-15	Closed	-$1K	–	729
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	686
2018 Q1	$1K	Buy	+15	New	+$1.01K	﹤0.01%	713
2015 Q1	–	Sell	-496	Closed	-$42K	–	631
2014 Q4	$42K	Buy	+496	New	+$37.5K	0.01%	320

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

Dubuque Bank & Trust's WDC Position: Q3 2018 in Review

Dubuque Bank & Trust sold out of Western Digital (WDC) in Q3 2018, closing a stake of 15 shares — an estimated $1K sold.

Dubuque Bank & Trust first reported a position in WDC in Q4 2014 and held it in 3 quarters. The position peaked at $42K in Q4 2014. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

Dubuque Bank & Trust reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
Dubuque Bank & Trust sold 15 Western Digital shares in Q3 2018, an estimated $1K.
Dubuque Bank & Trust first reported a position in Western Digital in Q4 2014 and held it in 3 quarters.
Dubuque Bank & Trust's Western Digital position peaked at $42K in Q4 2014.
697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Dubuque Bank & Trust's 13F filing for Q3 2018, filed 30 Oct 2018.