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Frontier Wealth Management’s Western Digital WDC Stock Holding History

Frontier Wealth 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
2017
Q4 		– Sell
-3,961
Closed -$259K – 407
2017
Q3 		$259K Buy
3,961
+131
+3% +$8.69K 0.04% 319
2017
Q2 		$256K Buy
3,830
+120
+3% +$7.97K 0.04% 324
2017
Q1 		$231K Buy
+3,710
New +$213K 0.04% 342

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Frontier Wealth Management's WDC Position: Q4 2017 in Review

Frontier Wealth Management sold out of Western Digital (WDC) in Q4 2017, closing a stake of 3,961 shares — an estimated $259K sold.

Frontier Wealth Management first reported a position in WDC in Q1 2017 and held it in 3 quarters. The position peaked at $259K in Q3 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

  • Frontier Wealth Management reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 3,961 Western Digital shares in Q4 2017, an estimated $259K.
  • Frontier Wealth Management first reported a position in Western Digital in Q1 2017 and held it in 3 quarters.
  • Frontier Wealth Management's Western Digital position peaked at $259K in Q3 2017.
  • 788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.