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Leith Wheeler Investment Counsel’s Western Digital WDC Stock Holding History

Leith Wheeler Investment Counsel’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 		– Sell
-5,006
Closed -$201K – 40
2016
Q4 		$201K Buy
+5,006
New +$231K 0.13% 12

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 $291M AUM 49.45% 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

Leith Wheeler Investment Counsel's WDC Position: Q1 2017 in Review

Leith Wheeler Investment Counsel sold out of Western Digital (WDC) in Q1 2017, closing a stake of 5,006 shares — an estimated $201K sold.

Leith Wheeler Investment Counsel first reported a position in WDC in Q4 2016 and held it in 1 quarter. The position peaked at $201K in Q4 2016. 737 funds tracked by Wall St. Rank hold WDC as of Q1 2017.

  • Leith Wheeler Investment Counsel reported no remaining Western Digital position as of Q1 2017 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 5,006 Western Digital shares in Q1 2017, an estimated $201K.
  • Leith Wheeler Investment Counsel first reported a position in Western Digital in Q4 2016 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's Western Digital position peaked at $201K in Q4 2016.
  • 737 funds tracked by Wall St. Rank held Western Digital as of Q1 2017.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2017, filed 6 Apr 2017.