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Gerstein Fisher’s Western Digital WDC Stock Holding History

Gerstein Fisher’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
2016
Q3 		$567K Sell
12,828
-462
-3% -$17.4K 0.07% 228
2016
Q2 		$475K Sell
13,290
-10,543
-44% -$347K 0.06% 246
2016
Q1 		$851K Sell
23,833
-10,144
-30% -$363K 0.12% 151
2015
Q4 		$1.54M Sell
33,977
-842
-2% -$43K 0.22% 101
2015
Q3 		$2.09M Sell
34,819
-792
-2% -$47.6K 0.31% 55
2015
Q2 		$2.11M Sell
35,611
-901
-2% -$64.5K 0.34% 56
2015
Q1 		$2.51M Buy
36,512
+443
+1% +$34.6K 0.41% 42
2014
Q4 		$3.01M Sell
36,069
-339
-0.9% -$25.6K 0.49% 35
2014
Q3 		$2.68M Buy
36,408
+311
+0.9% +$23.4K 0.47% 37
2014
Q2 		$2.52M Buy
36,097
+244
+0.7% +$16.4K 0.48% 37
2014
Q1 		$2.49M Sell
35,853
-33,885
-49% -$2.21M 0.5% 37
2013
Q4 		$21.9M Buy
69,738
+34,816
+100% +$1.95M 0.82% 25
2013
Q3 		$1.67M Buy
34,922
+10,714
+44% +$529K 0.36% 42
2013
Q2 		$1.14M Buy
+24,208
New +$1.06M 0.27% 71

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 $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Gerstein Fisher's WDC Position: Q3 2016 in Review

Gerstein Fisher reduced its Western Digital (WDC) stake by 3.5% in Q3 2016, selling an estimated $17.4K and leaving 12,828 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #228.

Gerstein Fisher first reported a position in WDC in Q2 2013 and has held it in 14 quarters since. The position peaked at $21.9M in Q4 2013. 646 funds tracked by Wall St. Rank hold WDC as of Q3 2016.

  • Gerstein Fisher held 12,828 shares of Western Digital worth $567K as of Q3 2016.
  • Gerstein Fisher sold 462 Western Digital shares in Q3 2016, an estimated $17.4K.
  • Western Digital made up 0.07% of Gerstein Fisher's portfolio in Q3 2016, its #228 holding.
  • Gerstein Fisher first reported a position in Western Digital in Q2 2013 and has held it in 14 quarters since.
  • Gerstein Fisher's Western Digital position peaked at $21.9M in Q4 2013.
  • 646 funds tracked by Wall St. Rank held Western Digital as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.