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Homrich & Berg’s Western Digital WDC Stock Holding History

Homrich & Berg’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
2017
Q4 		– Sell
-4,232
Closed -$276K – 368
2017
Q3 		$276K Buy
+4,232
New +$281K 0.02% 262
2015
Q4 		– Sell
-3,902
Closed -$234K – 278
2015
Q3 		$234K Buy
+3,902
New +$235K 0.02% 228

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Homrich & Berg's WDC Position: Q4 2017 in Review

Homrich & Berg sold out of Western Digital (WDC) in Q4 2017, closing a stake of 4,232 shares — an estimated $276K sold.

Homrich & Berg first reported a position in WDC in Q3 2015 and held it in 2 quarters. The position peaked at $276K in Q3 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

  • Homrich & Berg reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
  • Homrich & Berg sold 4,232 Western Digital shares in Q4 2017, an estimated $276K.
  • Homrich & Berg first reported a position in Western Digital in Q3 2015 and held it in 2 quarters.
  • Homrich & Berg's Western Digital position peaked at $276K in Q3 2017.
  • 788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.