Horan Securities’s Western Digital WDC Stock Holding History

Horan Securities’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 Q4	–	Sell	-132	Closed	-$6K	–	235
2018 Q3	$6K	Hold	132	–	–	0.01%	158
2018 Q2	$8K	Hold	132	–	–	0.01%	139
2018 Q1	$9K	Hold	132	–	–	0.01%	121
2017 Q4	$8K	Hold	132	–	–	0.01%	127
2017 Q3	$9K	Hold	132	–	–	0.01%	111
2017 Q2	$9K	Hold	132	–	–	0.01%	103
2017 Q1	$8K	Buy	+132	New	+$7.58K	0.01%	107

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 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

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

Horan Securities's WDC Position: Q4 2018 in Review

Horan Securities sold out of Western Digital (WDC) in Q4 2018, closing a stake of 132 shares — an estimated $6K sold.

Horan Securities first reported a position in WDC in Q1 2017 and held it in 7 quarters. The position peaked at $9K in Q1 2018. 635 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

Horan Securities reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
Horan Securities sold 132 Western Digital shares in Q4 2018, an estimated $6K.
Horan Securities first reported a position in Western Digital in Q1 2017 and held it in 7 quarters.
Horan Securities's Western Digital position peaked at $9K in Q1 2018.
635 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Horan Securities's 13F filing for Q4 2018, filed 22 Jan 2019.