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FormulaFolio Investments’s Western Digital WDC Stock Holding History

FormulaFolio Investments’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
2015
Q2 		– Sell
-9,786
Closed -$673K – 133
2015
Q1 		$673K Buy
9,786
+3,799
+63% +$297K 0.21% 44
2014
Q4 		$501K Buy
+5,987
New +$452K 0.19% 32

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FormulaFolio Investments's WDC Position: Q2 2015 in Review

FormulaFolio Investments sold out of Western Digital (WDC) in Q2 2015, closing a stake of 9,786 shares — an estimated $673K sold.

FormulaFolio Investments first reported a position in WDC in Q4 2014 and held it in 2 quarters. The position peaked at $673K in Q1 2015. 580 funds tracked by Wall St. Rank hold WDC as of Q2 2015.

  • FormulaFolio Investments reported no remaining Western Digital position as of Q2 2015 after selling out during the quarter.
  • FormulaFolio Investments sold 9,786 Western Digital shares in Q2 2015, an estimated $673K.
  • FormulaFolio Investments first reported a position in Western Digital in Q4 2014 and held it in 2 quarters.
  • FormulaFolio Investments's Western Digital position peaked at $673K in Q1 2015.
  • 580 funds tracked by Wall St. Rank held Western Digital as of Q2 2015.

Based on FormulaFolio Investments's 13F filing for Q2 2015, filed 2 Jul 2015.