Integrated Wealth Management (Palm Desert)’s Western Digital WDC Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-208	Closed	-$9K	–	1003
2016 Q3	$9K	Hold	208	–	–	﹤0.01%	797
2016 Q2	$7K	Buy	208 +168	+420%	+$5.53K	﹤0.01%	857
2016 Q1	$1K	Sell	40 -83	-67%	-$2.97K	﹤0.01%	1144
2015 Q4	$6K	Buy	+123	New	+$6.28K	﹤0.01%	905
2015 Q3	–	Sell	-95	Closed	-$6K	–	1393
2015 Q2	$6K	Buy	95 +39	+70%	+$2.79K	﹤0.01%	928
2015 Q1	$3K	Buy	+56	New	+$4.38K	﹤0.01%	1049

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WDC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Western Digital (WDC) in Q4 2016, closing a stake of 208 shares — an estimated $9K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WDC in Q1 2015 and held it in 6 quarters. The position peaked at $9K in Q3 2016. 715 funds tracked by Wall St. Rank hold WDC as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Western Digital position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 208 Western Digital shares in Q4 2016, an estimated $9K.
Integrated Wealth Management (Palm Desert) first reported a position in Western Digital in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s Western Digital position peaked at $9K in Q3 2016.
715 funds tracked by Wall St. Rank held Western Digital as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.