Goelzer Investment Management’s Western Digital WDC Stock Holding History

Goelzer Investment 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 Q2	–	Sell	-69,123	Closed	-$4.82M	–	210
2018 Q1	$4.82M	Sell	69,123 -4,506	-6%	-$303K	0.58%	75
2017 Q4	$4.43M	Buy	73,629 +569	+0.8%	+$36.6K	0.5%	86
2017 Q3	$4.77M	Sell	73,060 -794	-1%	-$52.7K	0.56%	72
2017 Q2	$4.95M	Sell	73,854 -964	-1%	-$64K	0.61%	66
2017 Q1	$4.67M	Sell	74,818 -27,077	-27%	-$1.56M	0.58%	65
2016 Q4	$5.23M	Buy	101,895 +16,464	+19%	+$759K	0.68%	50
2016 Q3	$3.78M	Buy	85,431 +4,089	+5%	+$154K	0.51%	81
2016 Q2	$2.91M	Buy	81,342 +4,584	+6%	+$151K	0.4%	104
2016 Q1	$2.74M	Buy	+76,758	New	+$2.75M	0.39%	109

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

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Goelzer Investment Management's WDC Position: Q2 2018 in Review

Goelzer Investment Management sold out of Western Digital (WDC) in Q2 2018, closing a stake of 69,123 shares — an estimated $4.82M sold.

Goelzer Investment Management first reported a position in WDC in Q1 2016 and held it in 9 quarters. The position peaked at $5.23M in Q4 2016. 792 funds tracked by Wall St. Rank hold WDC as of Q2 2018.

Goelzer Investment Management reported no remaining Western Digital position as of Q2 2018 after selling out during the quarter.
Goelzer Investment Management sold 69,123 Western Digital shares in Q2 2018, an estimated $4.82M.
Goelzer Investment Management first reported a position in Western Digital in Q1 2016 and held it in 9 quarters.
Goelzer Investment Management's Western Digital position peaked at $5.23M in Q4 2016.
792 funds tracked by Wall St. Rank held Western Digital as of Q2 2018.

Based on Goelzer Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.