Ferris Capital’s Western Digital WDC Stock Holding History

Ferris Capital’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
2019 Q2	–	Sell	-344	Closed	-$12K	–	615
2019 Q1	$12K	Buy	344 +52	+18%	+$1.78K	﹤0.01%	442
2018 Q4	$8K	Buy	292 +54	+23%	+$1.91K	﹤0.01%	469
2018 Q3	$11K	Sell	238 -4	-2%	-$203	﹤0.01%	474
2018 Q2	$14K	Sell	242 -12	-5%	-$764	0.01%	427
2018 Q1	$18K	Buy	+254	New	+$17.1K	0.01%	416
2017 Q3	–	Sell	-319	Closed	-$21K	–	565
2017 Q2	$21K	Buy	+319	New	+$21.2K	0.01%	360

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ferris Capital's WDC Position: Q2 2019 in Review

Ferris Capital sold out of Western Digital (WDC) in Q2 2019, closing a stake of 344 shares — an estimated $12K sold.

Ferris Capital first reported a position in WDC in Q2 2017 and held it in 6 quarters. The position peaked at $21K in Q2 2017. 641 funds tracked by Wall St. Rank hold WDC as of Q2 2019.

Ferris Capital reported no remaining Western Digital position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 344 Western Digital shares in Q2 2019, an estimated $12K.
Ferris Capital first reported a position in Western Digital in Q2 2017 and held it in 6 quarters.
Ferris Capital's Western Digital position peaked at $21K in Q2 2017.
641 funds tracked by Wall St. Rank held Western Digital as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.