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Guardian Investor Services’s Western Digital WDC Stock Holding History

Guardian Investor Services’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
2015
Q1 		$137K Sell
1,985
-25
-1% -$1.96K 0.11% 231
2014
Q4 		$168K Sell
2,010
-54
-3% -$4.08K 0.13% 189
2014
Q3 		$152K Sell
2,064
-6
-0.3% -$451 0.12% 203
2014
Q2 		$144K Sell
2,070
-79
-4% -$5.29K 0.11% 214
2014
Q1 		$149K Sell
2,149
-107
-5% -$6.99K 0.12% 210
2013
Q4 		$143K Hold
2,256
– – 0.11% 215
2013
Q3 		$108K Sell
2,256
-72
-3% -$3.55K 0.09% 275
2013
Q2 		$109K Buy
+2,328
New +$102K 0.09% 263

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Guardian Investor Services's WDC Position: Q1 2015 in Review

Guardian Investor Services reduced its Western Digital (WDC) stake by 1.2% in Q1 2015, selling an estimated $1.96K and leaving 1,985 shares worth $137K. The position accounts for 0.11% of the portfolio, ranked #231.

Guardian Investor Services first reported a position in WDC in Q2 2013 and has held it in 8 quarters since. The position peaked at $168K in Q4 2014. 606 funds tracked by Wall St. Rank hold WDC as of Q1 2015.

  • Guardian Investor Services held 1,985 shares of Western Digital worth $137K as of Q1 2015.
  • Guardian Investor Services sold 25 Western Digital shares in Q1 2015, an estimated $1.96K.
  • Western Digital made up 0.11% of Guardian Investor Services's portfolio in Q1 2015, its #231 holding.
  • Guardian Investor Services first reported a position in Western Digital in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Western Digital position peaked at $168K in Q4 2014.
  • 606 funds tracked by Wall St. Rank held Western Digital as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.