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Kennedy Capital Management’s Western Digital WDC Stock Holding History

Kennedy Capital 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
2017
Q4 		– Sell
-44,762
Closed -$2.92M – 779
2017
Q3 		$2.92M Sell
44,762
-48,990
-52% -$3.25M 0.05% 563
2017
Q2 		$6.28M Sell
93,752
-20,517
-18% -$1.36M 0.12% 305
2017
Q1 		$7.13M Sell
114,269
-4,957
-4% -$285K 0.12% 282
2016
Q4 		$6.12M Sell
119,226
-190,908
-62% -$8.8M 0.11% 328
2016
Q3 		$13.7M Buy
310,134
+127,711
+70% +$4.81M 0.26% 106
2016
Q2 		$6.52M Buy
182,423
+22,931
+14% +$755K 0.13% 276
2016
Q1 		$5.7M Buy
159,492
+93,568
+142% +$3.35M 0.12% 318
2015
Q4 		$2.99M Buy
+65,924
New +$3.37M 0.06% 493

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kennedy Capital Management's WDC Position: Q4 2017 in Review

Kennedy Capital Management sold out of Western Digital (WDC) in Q4 2017, closing a stake of 44,762 shares — an estimated $2.92M sold.

Kennedy Capital Management first reported a position in WDC in Q4 2015 and held it in 8 quarters. The position peaked at $13.7M in Q3 2016. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

  • Kennedy Capital Management reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 44,762 Western Digital shares in Q4 2017, an estimated $2.92M.
  • Kennedy Capital Management first reported a position in Western Digital in Q4 2015 and held it in 8 quarters.
  • Kennedy Capital Management's Western Digital position peaked at $13.7M in Q3 2016.
  • 788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Kennedy Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.