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Epoch Investment Partners’s Western Digital WDC Stock Holding History

Epoch Investment 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
2016
Q4 		– Sell
-76,051
Closed -$3.36M – 309
2016
Q3 		$3.36M Sell
76,051
-880
-1% -$33.2K 0.01% 217
2016
Q2 		$2.75M Buy
+76,931
New +$2.53M 0.01% 210

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BIT
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Fidelity Investments
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BFA
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T. Rowe Price Associates
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Epoch Investment Partners's WDC Position: Q4 2016 in Review

Epoch Investment Partners sold out of Western Digital (WDC) in Q4 2016, closing a stake of 76,051 shares — an estimated $3.36M sold.

Epoch Investment Partners first reported a position in WDC in Q2 2016 and held it in 2 quarters. The position peaked at $3.36M in Q3 2016. 714 funds tracked by Wall St. Rank hold WDC as of Q4 2016.

  • Epoch Investment Partners reported no remaining Western Digital position as of Q4 2016 after selling out during the quarter.
  • Epoch Investment Partners sold 76,051 Western Digital shares in Q4 2016, an estimated $3.36M.
  • Epoch Investment Partners first reported a position in Western Digital in Q2 2016 and held it in 2 quarters.
  • Epoch Investment Partners's Western Digital position peaked at $3.36M in Q3 2016.
  • 714 funds tracked by Wall St. Rank held Western Digital as of Q4 2016.

Based on Epoch Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.