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Mountain Capital Investment Advisors’s Western Digital WDC Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-204
Closed -$13K – 427
2017
Q3 		$13K Hold
204
– – 0.01% 243
2017
Q2 		$14K Buy
+204
New +$13.6K 0.01% 266

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mountain Capital Investment Advisors's WDC Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Western Digital (WDC) in Q4 2017, closing a stake of 204 shares — an estimated $13K sold.

Mountain Capital Investment Advisors first reported a position in WDC in Q2 2017 and held it in 2 quarters. The position peaked at $14K in Q2 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 204 Western Digital shares in Q4 2017, an estimated $13K.
  • Mountain Capital Investment Advisors first reported a position in Western Digital in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Western Digital position peaked at $14K in Q2 2017.
  • 788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.