Gideon Capital Advisors’s Western Digital WDC Stock Holding History

Gideon Capital Advisors’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	-3,884	Closed	-$227K	–	507
2018 Q2	$227K	Sell	3,884 -844	-18%	-$53.7K	0.11%	319
2018 Q1	$330K	Buy	+4,728	New	+$318K	0.2%	204
2016 Q2	–	Sell	-8,764	Closed	-$313K	–	258
2016 Q1	$313K	Sell	8,764 -985	-10%	-$35.2K	0.39%	99
2015 Q4	$443K	Buy	+9,749	New	+$498K	0.32%	114
2015 Q3	–	Sell	-31,649	Closed	-$1.88M	–	336
2015 Q2	$1.88M	Buy	31,649 +20,274	+178%	+$1.45M	0.78%	32
2015 Q1	$783K	Buy	+11,375	New	+$890K	0.32%	113
2014 Q2	–	Sell	-5,042	Closed	-$350K	–	325
2014 Q1	$350K	Buy	+5,042	New	+$329K	0.19%	144

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 $121B AUM 27.52% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Gideon Capital Advisors's WDC Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Western Digital (WDC) in Q3 2018, closing a stake of 3,884 shares — an estimated $227K sold.

Gideon Capital Advisors first reported a position in WDC in Q1 2014 and held it in 7 quarters. The position peaked at $1.88M in Q2 2015. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

Gideon Capital Advisors reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 3,884 Western Digital shares in Q3 2018, an estimated $227K.
Gideon Capital Advisors first reported a position in Western Digital in Q1 2014 and held it in 7 quarters.
Gideon Capital Advisors's Western Digital position peaked at $1.88M in Q2 2015.
697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.