JIM
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Jensen Investment Management’s Western Digital WDC Stock Holding History

Jensen Investment Management’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
Q3 		– Sell
-14,765
Closed -$527K – 119
2016
Q2 		$527K Buy
14,765
+2,832
+24% +$93.2K 0.01% 39
2016
Q1 		$426K Buy
11,933
+3,545
+42% +$127K 0.01% 69
2015
Q4 		$381K Buy
+8,388
New +$428K 0.01% 79
2014
Q4 		– Sell
-6,522
Closed -$480K – 114
2014
Q3 		$480K Sell
6,522
-662
-9% -$49.8K 0.01% 69
2014
Q2 		$501K Sell
7,184
-926
-11% -$62.1K 0.01% 41
2014
Q1 		$563K Sell
8,110
-1,111
-12% -$72.5K 0.01% 42
2013
Q4 		$585K Buy
9,221
+132
+1% +$7.38K 0.01% 34
2013
Q3 		$436K Sell
9,089
-4,193
-32% -$207K 0.01% 69
2013
Q2 		$623K Buy
+13,282
New +$582K 0.01% 36

Other funds holding WDC

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