IA
WDC icon

Icon Advisers’s Western Digital WDC Stock Holding History

Icon Advisers’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
-20,771
Closed -$1.22M – 331
2018
Q2 		$1.22M Buy
20,771
+9,658
+87% +$615K 0.09% 190
2018
Q1 		$775K Sell
11,113
-12,833
-54% -$864K 0.06% 244
2017
Q4 		$1.44M Buy
+23,946
New +$1.54M 0.1% 191
2016
Q3 		– Sell
-18,390
Closed -$657K – 457
2016
Q2 		$657K Hold
18,390
– – 0.04% 296
2016
Q1 		$657K Hold
18,390
– – 0.05% 265
2015
Q4 		$835K Buy
18,390
+6,483
+54% +$331K 0.06% 257
2015
Q3 		$715K Hold
11,907
– – 0.05% 261
2015
Q2 		$706K Buy
+11,907
New +$853K 0.04% 262
2013
Q4 		– Sell
-27,915
Closed -$1.34M – 341
2013
Q3 		$1.34M Hold
27,915
– – 0.1% 168
2013
Q2 		$1.31M Buy
+27,915
New +$1.22M 0.1% 188

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return