FNT
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First National Trust’s Western Digital WDC Stock Holding History

First National 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
2018
Q3 		– Sell
-4,551
Closed -$267K – 336
2018
Q2 		$267K Sell
4,551
-605
-12% -$38.5K 0.03% 283
2018
Q1 		$359K Sell
5,156
-1,205
-19% -$81.1K 0.04% 253
2017
Q4 		$383K Sell
6,361
-4,392
-41% -$283K 0.04% 260
2017
Q3 		$702K Buy
10,753
+274
+3% +$18.2K 0.08% 196
2017
Q2 		$702K Buy
10,479
+153
+1% +$10.2K 0.09% 204
2017
Q1 		$644K Sell
10,326
-4,826
-32% -$277K 0.08% 198
2016
Q4 		$779K Sell
15,152
-3,841
-20% -$177K 0.11% 175
2016
Q3 		$840K Sell
18,993
-1,229
-6% -$46.3K 0.13% 160
2016
Q2 		$722K Buy
20,222
+1,281
+7% +$42.2K 0.11% 168
2016
Q1 		$676K Sell
18,941
-1,039
-5% -$37.2K 0.1% 172
2015
Q4 		$907K Buy
19,980
+2,000
+11% +$102K 0.14% 154
2015
Q3 		$1.08M Sell
17,980
-406
-2% -$24.4K 0.19% 140
2015
Q2 		$1.09M Sell
18,386
-53
-0.3% -$3.8K 0.18% 144
2015
Q1 		$1.27M Buy
18,439
+1,214
+7% +$94.9K 0.22% 127
2014
Q4 		$1.44M Buy
17,225
+2,950
+21% +$223K 0.26% 111
2014
Q3 		$1.05M Buy
14,275
+4,531
+47% +$341K 0.2% 125
2014
Q2 		$679K Buy
9,744
+5,147
+112% +$345K 0.13% 151
2014
Q1 		$319K Buy
+4,597
New +$300K 0.06% 201

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return