Mariner Wealth Advisors (Cincinnati)’s Western Digital WDC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$926K	Buy	20,934 +7,265	+53%	+$368K	0.05%	145
2018 Q2	$800K	Sell	13,669 -430	-3%	-$27.4K	0.05%	147
2018 Q1	$983K	Buy	14,099 +661	+5%	+$44.5K	0.06%	133
2017 Q4	$808K	Buy	+13,438	New	+$865K	0.05%	136

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s WDC Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Western Digital (WDC) stake by 53% in Q3 2018, buying an estimated $368K and bringing the position to 20,934 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #145.

Mariner Wealth Advisors (Cincinnati) first reported a position in WDC in Q4 2017 and has held it in 4 quarters since. The position peaked at $983K in Q1 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 20,934 shares of Western Digital worth $926K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 7,265 Western Digital shares in Q3 2018, an estimated $368K.
Western Digital made up 0.05% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #145 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Western Digital in Q4 2017 and has held it in 4 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Western Digital position peaked at $983K in Q1 2018.
697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.