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Foresters Investment Management’s Western Digital WDC Stock Holding History

Foresters Investment 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
2019
Q1 		– Sell
-151,748
Closed -$4.24M – 341
2018
Q4 		$4.24M Buy
151,748
+5,292
+4% +$188K 0.08% 283
2018
Q3 		$6.48M Sell
146,456
-264,351
-64% -$13.4M 0.1% 271
2018
Q2 		$24M Sell
410,807
-69,722
-15% -$4.44M 0.41% 89
2018
Q1 		$33.5M Buy
480,529
+1,162
+0.2% +$78.2K 0.56% 53
2017
Q4 		$28.8M Sell
479,367
-391,477
-45% -$25.2M 0.45% 79
2017
Q3 		$56.9M Buy
870,844
+6,086
+0.7% +$404K 0.93% 15
2017
Q2 		$57.9M Buy
864,758
+559
+0.1% +$37.1K 0.97% 12
2017
Q1 		$53.9M Sell
864,199
-182,707
-17% -$10.5M 0.95% 15
2016
Q4 		$55.7M Buy
1,046,906
+263,646
+34% +$12.2M 0.99% 14
2016
Q3 		$34.6M Buy
783,260
+690,040
+740% +$26M 0.64% 48
2016
Q2 		$3.33M Buy
+93,220
New +$3.07M 0.06% 255

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's WDC Position: Q1 2019 in Review

Foresters Investment Management sold out of Western Digital (WDC) in Q1 2019, closing a stake of 151,748 shares — an estimated $4.24M sold.

Foresters Investment Management first reported a position in WDC in Q2 2016 and held it in 11 quarters. The position peaked at $57.9M in Q2 2017. 687 funds tracked by Wall St. Rank hold WDC as of Q1 2019.

  • Foresters Investment Management reported no remaining Western Digital position as of Q1 2019 after selling out during the quarter.
  • Foresters Investment Management sold 151,748 Western Digital shares in Q1 2019, an estimated $4.24M.
  • Foresters Investment Management first reported a position in Western Digital in Q2 2016 and held it in 11 quarters.
  • Foresters Investment Management's Western Digital position peaked at $57.9M in Q2 2017.
  • 687 funds tracked by Wall St. Rank held Western Digital as of Q1 2019.

Based on Foresters Investment Management's 13F filing for Q1 2019, filed 15 May 2019.