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FineMark National Bank & Trust’s Western Digital WDC Stock Holding History

FineMark National 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
2017
Q1 		– Sell
-144
Closed -$8K – 997
2016
Q4 		$8K Hold
144
– – ﹤0.01% 1010
2016
Q3 		$7K Sell
144
-2,097
-94% -$79K ﹤0.01% 1024
2016
Q2 		$80K Buy
+2,241
New +$73.8K 0.01% 494
2016
Q1 		– Sell
-4,829
Closed -$219K – 1365
2015
Q4 		$219K Sell
4,829
-164
-3% -$8.37K 0.03% 303
2015
Q3 		$300K Sell
4,993
-553
-10% -$33.3K 0.04% 269
2015
Q2 		$329K Buy
5,546
+67
+1% +$4.8K 0.04% 264
2015
Q1 		$376K Sell
5,479
-1,804
-25% -$141K 0.05% 254
2014
Q4 		$609K Sell
7,283
-269
-4% -$20.3K 0.09% 188
2014
Q3 		$556K Sell
7,552
-1,124
-13% -$84.5K 0.09% 182
2014
Q2 		$605K Buy
8,676
+503
+6% +$33.7K 0.1% 176
2014
Q1 		$567K Sell
8,173
-1,476
-15% -$96.4K 0.11% 170
2013
Q4 		$612K Sell
9,649
-8
-0.1% -$447 0.13% 164
2013
Q3 		$463K Buy
9,657
+7,994
+481% +$395K 0.11% 169
2013
Q2 		$79K Buy
+1,663
New +$72.9K 0.02% 453

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

FineMark National Bank & Trust's WDC Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Western Digital (WDC) in Q1 2017, closing a stake of 144 shares — an estimated $8K sold.

FineMark National Bank & Trust first reported a position in WDC in Q2 2013 and held it in 14 quarters. The position peaked at $612K in Q4 2013. 737 funds tracked by Wall St. Rank hold WDC as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Western Digital position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 144 Western Digital shares in Q1 2017, an estimated $8K.
  • FineMark National Bank & Trust first reported a position in Western Digital in Q2 2013 and held it in 14 quarters.
  • FineMark National Bank & Trust's Western Digital position peaked at $612K in Q4 2013.
  • 737 funds tracked by Wall St. Rank held Western Digital as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.