KKAMG
WDC icon

Kernodle & Katon Asset Management Group’s Western Digital WDC Stock Holding History

Kernodle & Katon Asset Management Group’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
Q1 		$1K Buy
+9
New +$517 ﹤0.01% 315
2016
Q4 		– Sell
-53
Closed -$2K – 335
2016
Q3 		$2K Hold
53
– – ﹤0.01% 325
2016
Q2 		$2K Buy
+53
New +$1.75K ﹤0.01% 286

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
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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Kernodle & Katon Asset Management Group's WDC Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group opened a new position in Western Digital (WDC) in Q1 2017: 9 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Kernodle & Katon Asset Management Group previously reported a position in WDC as recently as Q3 2016.

Kernodle & Katon Asset Management Group first reported a position in WDC in Q2 2016 and has held it in 3 quarters since. The position peaked at $2K in Q3 2016. 737 funds tracked by Wall St. Rank hold WDC as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 9 shares of Western Digital worth $1K as of Q1 2017.
  • Western Digital was a new Kernodle & Katon Asset Management Group position in Q1 2017.
  • Western Digital made up ﹤0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #315 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Western Digital in Q2 2016 and has held it in 3 quarters since.
  • Kernodle & Katon Asset Management Group's Western Digital position peaked at $2K in Q3 2016.
  • 737 funds tracked by Wall St. Rank held Western Digital as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.