Kanaly Trust’s Western Digital WDC Stock Holding History

Kanaly Trust’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	$14K	Hold	278	–	–	﹤0.01%	492
2016 Q3	$12K	Sell	278 -170	-38%	-$6.41K	﹤0.01%	509
2016 Q2	$16K	Buy	448 +83	+23%	+$2.73K	﹤0.01%	461
2016 Q1	$13K	Buy	365 +130	+55%	+$4.65K	﹤0.01%	516
2015 Q4	$11K	Sell	235 -150	-39%	-$7.66K	﹤0.01%	550
2015 Q3	$23K	Sell	385 -66	-15%	-$3.97K	0.01%	424
2015 Q2	$27K	Buy	451 +161	+56%	+$11.5K	0.01%	414
2015 Q1	$20K	Buy	290 +137	+90%	+$10.7K	﹤0.01%	391
2014 Q4	$13K	Buy	153 +34	+29%	+$2.57K	﹤0.01%	423
2014 Q3	$9K	Hold	119	–	–	﹤0.01%	475
2014 Q2	$8K	Hold	119	–	–	﹤0.01%	503
2014 Q1	$8K	Buy	+119	New	+$7.77K	﹤0.01%	532

Other funds holding WDC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kanaly Trust's WDC Position: Q4 2016 in Review

Kanaly Trust held its Western Digital (WDC) position steady in Q4 2016 at 278 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Kanaly Trust first reported a position in WDC in Q1 2014 and has held it in 12 quarters since. The position peaked at $27K in Q2 2015. 714 funds tracked by Wall St. Rank hold WDC as of Q4 2016.

Kanaly Trust held 278 shares of Western Digital worth $14K as of Q4 2016.
Kanaly Trust left its Western Digital share count unchanged in Q4 2016.
Western Digital made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #492 holding.
Kanaly Trust first reported a position in Western Digital in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Western Digital position peaked at $27K in Q2 2015.
714 funds tracked by Wall St. Rank held Western Digital as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.