Genovese Burford & Brothers Wealth & Retirement Plan Management’s Western Digital WDC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q3	–	Sell	-245	Closed	-$14K	–	372
2018 Q2	$14K	Hold	245	–	–	0.01%	293
2018 Q1	$17K	Buy	+245	New	+$16.5K	0.01%	272
2017 Q4	–	Sell	-245	Closed	-$15K	–	457
2017 Q3	$15K	Hold	245	–	–	0.01%	256
2017 Q2	$16K	Hold	245	–	–	0.01%	240
2017 Q1	$16K	Hold	245	–	–	0.01%	260
2016 Q4	$13K	Buy	+245	New	+$11.3K	﹤0.01%	296

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's WDC Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Western Digital (WDC) in Q3 2018, closing a stake of 245 shares — an estimated $14K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WDC in Q4 2016 and held it in 6 quarters. The position peaked at $17K in Q1 2018. 698 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 245 Western Digital shares in Q3 2018, an estimated $14K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Western Digital in Q4 2016 and held it in 6 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Western Digital position peaked at $17K in Q1 2018.
698 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.