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Lyons Wealth Management’s Western Digital WDC Stock Holding History

Lyons Wealth 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
2016
Q1 		– Sell
-13,230
Closed -$24K – 81
2015
Q4 		$24K Buy
+13,230
New +$676K 0.03% 59

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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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lyons Wealth Management's WDC Position: Q1 2016 in Review

Lyons Wealth Management sold out of Western Digital (WDC) in Q1 2016, closing a stake of 13,230 shares — an estimated $601K sold.

Lyons Wealth Management first reported a position in WDC in Q4 2013 and held it in 3 quarters. The position peaked at $784K in Q2 2015. 570 funds tracked by Wall St. Rank hold WDC as of Q1 2016.

  • Lyons Wealth Management reported no remaining Western Digital position as of Q1 2016 after selling out during the quarter.
  • Lyons Wealth Management sold 13,230 Western Digital shares in Q1 2016, an estimated $601K.
  • Lyons Wealth Management first reported a position in Western Digital in Q4 2013 and held it in 3 quarters.
  • Lyons Wealth Management's Western Digital position peaked at $784K in Q2 2015.
  • 570 funds tracked by Wall St. Rank held Western Digital as of Q1 2016.

Based on Lyons Wealth Management's 13F filing for Q1 2016, filed 20 May 2016.