First Western Capital Management’s Western Digital WDC Stock Holding History

First Western Capital Management’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 Q2	–	Sell	-7,155	Closed	-$499K	–	47
2018 Q1	$499K	Sell	7,155 -1,351	-16%	-$90.9K	2.37%	20
2017 Q4	$511K	Hold	8,506	–	–	0.29%	60
2017 Q3	$555K	Sell	8,506 -2,190	-20%	-$145K	0.34%	54
2017 Q2	$716K	Sell	10,696 -2,842	-21%	-$189K	0.43%	44
2017 Q1	$845K	Sell	13,538 -11,928	-47%	-$685K	0.51%	45
2016 Q4	$1.31M	Sell	25,466 -18,855	-43%	-$869K	0.71%	49
2016 Q3	$1.96M	Buy	+44,321	New	+$1.67M	0.76%	53

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Western Capital Management's WDC Position: Q2 2018 in Review

First Western Capital Management sold out of Western Digital (WDC) in Q2 2018, closing a stake of 7,155 shares — an estimated $499K sold.

First Western Capital Management first reported a position in WDC in Q3 2016 and held it in 7 quarters. The position peaked at $1.96M in Q3 2016. 792 funds tracked by Wall St. Rank hold WDC as of Q2 2018.

First Western Capital Management reported no remaining Western Digital position as of Q2 2018 after selling out during the quarter.
First Western Capital Management sold 7,155 Western Digital shares in Q2 2018, an estimated $499K.
First Western Capital Management first reported a position in Western Digital in Q3 2016 and held it in 7 quarters.
First Western Capital Management's Western Digital position peaked at $1.96M in Q3 2016.
792 funds tracked by Wall St. Rank held Western Digital as of Q2 2018.

Based on First Western Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.