Fusion Family Wealth’s Western Digital WDC Stock Holding History

Fusion Family Wealth’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	-9	Closed	-$1K	–	307
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	221
2017 Q2	$1K	Sell	9 -32	-78%	-$2.13K	﹤0.01%	274
2017 Q1	$3K	Sell	41 -878	-96%	-$50.4K	﹤0.01%	260
2016 Q4	$49K	Buy	+919	New	+$42.4K	0.03%	124

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Fusion Family Wealth's WDC Position: Q4 2017 in Review

Fusion Family Wealth sold out of Western Digital (WDC) in Q4 2017, closing a stake of 9 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in WDC in Q4 2016 and held it in 4 quarters. The position peaked at $49K in Q4 2016. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

Fusion Family Wealth reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 9 Western Digital shares in Q4 2017, an estimated $1K.
Fusion Family Wealth first reported a position in Western Digital in Q4 2016 and held it in 4 quarters.
Fusion Family Wealth's Western Digital position peaked at $49K in Q4 2016.
788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.