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Integrated Wealth Counsel’s Western Digital WDC Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		– Sell
-41
Closed -$2K – 226
2016
Q3 		$2K Buy
+41
New +$1.54K ﹤0.01% 206

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Wealth Counsel's WDC Position: Q4 2016 in Review

Integrated Wealth Counsel sold out of Western Digital (WDC) in Q4 2016, closing a stake of 41 shares — an estimated $2K sold.

Integrated Wealth Counsel first reported a position in WDC in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 714 funds tracked by Wall St. Rank hold WDC as of Q4 2016.

  • Integrated Wealth Counsel reported no remaining Western Digital position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Counsel sold 41 Western Digital shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Counsel first reported a position in Western Digital in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Counsel's Western Digital position peaked at $2K in Q3 2016.
  • 714 funds tracked by Wall St. Rank held Western Digital as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.