L.J. Altfest & Co’s Western Digital WDC Stock Holding History

L.J. Altfest & Co’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	-9,031	Closed	-$590K	–	161
2017 Q3	$590K	Sell	9,031 -455	-5%	-$30.2K	0.29%	89
2017 Q2	$635K	Buy	9,486 +2,135	+29%	+$142K	0.38%	79
2017 Q1	$459K	Sell	7,351 -53	-0.7%	-$3.04K	0.18%	90
2016 Q4	$380K	Buy	7,404 +146	+2%	+$6.73K	0.19%	93
2016 Q3	$321K	Buy	7,258 +56	+0.8%	+$2.11K	0.21%	95
2016 Q2	$257K	Buy	+7,202	New	+$237K	0.18%	104

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

L.J. Altfest & Co's WDC Position: Q4 2017 in Review

L.J. Altfest & Co sold out of Western Digital (WDC) in Q4 2017, closing a stake of 9,031 shares — an estimated $590K sold.

L.J. Altfest & Co first reported a position in WDC in Q2 2016 and held it in 6 quarters. The position peaked at $635K in Q2 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

L.J. Altfest & Co reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
L.J. Altfest & Co sold 9,031 Western Digital shares in Q4 2017, an estimated $590K.
L.J. Altfest & Co first reported a position in Western Digital in Q2 2016 and held it in 6 quarters.
L.J. Altfest & Co's Western Digital position peaked at $635K in Q2 2017.
788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on L.J. Altfest & Co's 13F filing for Q4 2017, filed 12 Feb 2018.