Independent Portfolio Consultants’s Western Digital WDC Stock Holding History

Independent Portfolio Consultants’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 Q2	$10K	Buy	+146	New	+$9.7K	﹤0.01%	722
2016 Q1	–	Sell	-658	Closed	-$30K	–	804
2015 Q4	$30K	Sell	658 -1,680	-72%	-$85.8K	0.01%	644
2015 Q3	$140K	Buy	2,338 +913	+64%	+$54.9K	0.03%	403
2015 Q2	$84K	Buy	1,425 +279	+24%	+$20K	0.02%	526
2015 Q1	$79K	Buy	1,146 +196	+21%	+$15.3K	0.02%	530
2014 Q4	$79K	Sell	950 -1,472	-61%	-$111K	0.02%	561
2014 Q3	$178K	Buy	2,422 +226	+10%	+$17K	0.05%	483
2014 Q2	$153K	Buy	+2,196	New	+$147K	0.04%	482
2014 Q1	–	Sell	-4,081	Closed	-$259K	–	482
2013 Q4	$259K	Buy	+4,081	New	+$228K	0.09%	388
2013 Q3	–	Sell	-4,776	Closed	-$224K	–	451
2013 Q2	$224K	Buy	+4,776	New	+$209K	0.1%	393

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's WDC Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Western Digital (WDC) in Q2 2017: 146 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in WDC as recently as Q4 2015.

Independent Portfolio Consultants first reported a position in WDC in Q2 2013 and has held it in 10 quarters since. The position peaked at $259K in Q4 2013. 774 funds tracked by Wall St. Rank hold WDC as of Q2 2017.

Independent Portfolio Consultants held 146 shares of Western Digital worth $10K as of Q2 2017.
Western Digital was a new Independent Portfolio Consultants position in Q2 2017.
Western Digital made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #722 holding.
Independent Portfolio Consultants first reported a position in Western Digital in Q2 2013 and has held it in 10 quarters since.
Independent Portfolio Consultants's Western Digital position peaked at $259K in Q4 2013.
774 funds tracked by Wall St. Rank held Western Digital as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.