Morris Capital Advisors’s Western Digital WDC Stock Holding History

Morris Capital Advisors’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 Q4	–	Sell	-8,601	Closed	-$381K	–	74
2018 Q3	$381K	Sell	8,601 -180	-2%	-$9.12K	0.25%	53
2018 Q2	$514K	Sell	8,781 -24	-0.3%	-$1.53K	0.36%	45
2018 Q1	$614K	Buy	8,805 +98	+1%	+$6.6K	0.41%	39
2017 Q4	$523K	Sell	8,707 -26	-0.3%	-$1.67K	0.34%	50
2017 Q3	$570K	Buy	8,733 +24	+0.3%	+$1.59K	0.38%	43
2017 Q2	$583K	Sell	8,709 -31	-0.4%	-$2.06K	0.41%	38
2017 Q1	$545K	Buy	+8,740	New	+$502K	0.4%	39

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 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

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

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

Morris Capital Advisors's WDC Position: Q4 2018 in Review

Morris Capital Advisors sold out of Western Digital (WDC) in Q4 2018, closing a stake of 8,601 shares — an estimated $381K sold.

Morris Capital Advisors first reported a position in WDC in Q1 2017 and held it in 7 quarters. The position peaked at $614K in Q1 2018. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

Morris Capital Advisors reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
Morris Capital Advisors sold 8,601 Western Digital shares in Q4 2018, an estimated $381K.
Morris Capital Advisors first reported a position in Western Digital in Q1 2017 and held it in 7 quarters.
Morris Capital Advisors's Western Digital position peaked at $614K in Q1 2018.
634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Morris Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.