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Eagle Ridge Investment Management’s Western Digital WDC Stock Holding History

Eagle Ridge Investment 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
Q4 		– Sell
-3,359
Closed -$219K – 180
2017
Q3 		$219K Buy
+3,359
New +$223K 0.04% 158

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State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eagle Ridge Investment Management's WDC Position: Q4 2017 in Review

Eagle Ridge Investment Management sold out of Western Digital (WDC) in Q4 2017, closing a stake of 3,359 shares — an estimated $219K sold.

Eagle Ridge Investment Management first reported a position in WDC in Q3 2017 and held it in 1 quarter. The position peaked at $219K in Q3 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

  • Eagle Ridge Investment Management reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,359 Western Digital shares in Q4 2017, an estimated $219K.
  • Eagle Ridge Investment Management first reported a position in Western Digital in Q3 2017 and held it in 1 quarter.
  • Eagle Ridge Investment Management's Western Digital position peaked at $219K in Q3 2017.
  • 788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2017, filed 26 Jan 2018.