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Edmond de Rothschild (Suisse)’s Western Digital WDC Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		$1.27M Buy
28,683
+25,799
+895% +$972K 0.39% 66
2016
Q2 		$103K Hold
2,884
– – 0.03% 230
2016
Q1 		$103K Buy
2,884
+1,323
+85% +$47.3K 0.04% 197
2015
Q4 		$71K Hold
1,561
– – 0.03% 216
2015
Q3 		$94K Buy
1,561
+1,032
+195% +$62.1K 0.03% 216
2015
Q2 		$31K Buy
+529
New +$37.9K 0.01% 320

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s WDC Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its Western Digital (WDC) stake by 895% in Q3 2016, buying an estimated $972K and bringing the position to 28,683 shares worth $1.27M. The position accounts for 0.39% of the portfolio, ranked #66.

Edmond de Rothschild (Suisse) first reported a position in WDC in Q2 2015 and has held it in 6 quarters since. 646 funds tracked by Wall St. Rank hold WDC as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 28,683 shares of Western Digital worth $1.27M as of Q3 2016.
  • Edmond de Rothschild (Suisse) bought 25,799 Western Digital shares in Q3 2016, an estimated $972K.
  • Western Digital made up 0.39% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #66 holding.
  • Edmond de Rothschild (Suisse) first reported a position in Western Digital in Q2 2015 and has held it in 6 quarters since.
  • 646 funds tracked by Wall St. Rank held Western Digital as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.