KPCM
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Kings Point Capital Management’s Western Digital WDC Stock Holding History

Kings Point 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
Q2 		– Sell
-662
Closed -$41K – 358
2017
Q1 		$41K Buy
+662
New +$38K 0.01% 236

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kings Point Capital Management's WDC Position: Q2 2017 in Review

Kings Point Capital Management sold out of Western Digital (WDC) in Q2 2017, closing a stake of 662 shares — an estimated $41K sold.

Kings Point Capital Management first reported a position in WDC in Q1 2017 and held it in 1 quarter. The position peaked at $41K in Q1 2017. 774 funds tracked by Wall St. Rank hold WDC as of Q2 2017.

  • Kings Point Capital Management reported no remaining Western Digital position as of Q2 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 662 Western Digital shares in Q2 2017, an estimated $41K.
  • Kings Point Capital Management first reported a position in Western Digital in Q1 2017 and held it in 1 quarter.
  • Kings Point Capital Management's Western Digital position peaked at $41K in Q1 2017.
  • 774 funds tracked by Wall St. Rank held Western Digital as of Q2 2017.

Based on Kings Point Capital Management's 13F filing for Q2 2017, filed 8 Aug 2017.