New York Life Trust’s Western Digital WDC Stock Holding History

New York Life Trust’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 Q1	$1K	Buy	+16	New	+$919	0.05%	190
2015 Q1	–	Sell	-1,094	Closed	-$92K	–	240
2014 Q4	$92K	Sell	1,094 -740	-40%	-$55.9K	0.36%	112
2014 Q3	$135K	Buy	1,834 +1,629	+795%	+$122K	0.56%	61
2014 Q2	$14K	Sell	205 -1,158	-85%	-$77.6K	0.06%	169
2014 Q1	$95K	Sell	1,363 -623	-31%	-$40.7K	0.42%	107
2013 Q4	$126K	Sell	1,986 -160	-7%	-$8.94K	0.57%	53
2013 Q3	$103K	Sell	2,146 -389	-15%	-$19.2K	0.52%	68
2013 Q2	$119K	Buy	+2,535	New	+$111K	0.55%	57

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 $291M AUM 49.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

New York Life Trust's WDC Position: Q1 2017 in Review

New York Life Trust opened a new position in Western Digital (WDC) in Q1 2017: 16 shares worth $1K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings. This is a return to the name: New York Life Trust previously reported a position in WDC as recently as Q4 2014.

New York Life Trust first reported a position in WDC in Q2 2013 and has held it in 8 quarters since. The position peaked at $135K in Q3 2014. 737 funds tracked by Wall St. Rank hold WDC as of Q1 2017.

New York Life Trust held 16 shares of Western Digital worth $1K as of Q1 2017.
Western Digital was a new New York Life Trust position in Q1 2017.
Western Digital made up 0.05% of New York Life Trust's portfolio in Q1 2017, its #190 holding.
New York Life Trust first reported a position in Western Digital in Q2 2013 and has held it in 8 quarters since.
New York Life Trust's Western Digital position peaked at $135K in Q3 2014.
737 funds tracked by Wall St. Rank held Western Digital as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.