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MSI Financial Services’s Western Digital WDC Stock Holding History

MSI Financial Services’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
Q4 		$1.19M Buy
23,253
+1,166
+5% +$53.8K 0.04% 391
2016
Q3 		$976K Buy
22,087
+8,222
+59% +$310K 0.03% 434
2016
Q2 		$495K Buy
13,865
+12,420
+860% +$409K 0.02% 639
2016
Q1 		$52K Buy
1,445
+481
+50% +$17.2K ﹤0.01% 1713
2015
Q4 		$44K Sell
964
-244
-20% -$12.5K ﹤0.01% 1801
2015
Q3 		$73K Sell
1,208
-664
-35% -$39.9K 0.01% 1062
2015
Q2 		$111K Buy
1,872
+33
+2% +$2.36K 0.01% 960
2015
Q1 		$127K Buy
1,839
+44
+2% +$3.44K 0.01% 906
2014
Q4 		$150K Hold
1,795
– – 0.02% 668
2014
Q3 		$132K Sell
1,795
-84
-4% -$6.31K 0.02% 719
2014
Q2 		$131K Buy
1,879
+28
+2% +$1.88K 0.02% 711
2014
Q1 		$128K Hold
1,851
– – 0.02% 679
2013
Q4 		$117K Buy
1,851
+318
+21% +$17.8K 0.02% 702
2013
Q3 		$73K Buy
1,533
+1
+0.1% +$49 0.01% 745
2013
Q2 		$72K Buy
+1,532
New +$67.1K 0.01% 746

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MSI Financial Services's WDC Position: Q4 2016 in Review

MSI Financial Services increased its Western Digital (WDC) stake by 5.3% in Q4 2016, buying an estimated $53.8K and bringing the position to 23,253 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #391.

MSI Financial Services first reported a position in WDC in Q2 2013 and has held it in 15 quarters since. 714 funds tracked by Wall St. Rank hold WDC as of Q4 2016.

  • MSI Financial Services held 23,253 shares of Western Digital worth $1.19M as of Q4 2016.
  • MSI Financial Services bought 1,166 Western Digital shares in Q4 2016, an estimated $53.8K.
  • Western Digital made up 0.04% of MSI Financial Services's portfolio in Q4 2016, its #391 holding.
  • MSI Financial Services first reported a position in Western Digital in Q2 2013 and has held it in 15 quarters since.
  • 714 funds tracked by Wall St. Rank held Western Digital as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.