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Palo Capital’s Western Digital WDC Stock Holding History

Palo Capital’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
-6,075
Closed -$269K – 156
2018
Q3 		$269K Sell
6,075
-4,124
-40% -$209K 0.1% 139
2018
Q2 		$597K Sell
10,199
-5,895
-37% -$375K 0.22% 118
2018
Q1 		$1.12M Buy
16,094
+198
+1% +$13.3K 0.41% 83
2017
Q4 		$956K Sell
15,896
-3,762
-19% -$242K 0.43% 74
2017
Q3 		$1.28M Sell
19,658
-1,020
-5% -$67.7K 0.68% 56
2017
Q2 		$1.39M Sell
20,678
-83
-0.4% -$5.51K 0.78% 55
2017
Q1 		$1.29M Sell
20,761
-247
-1% -$14.2K 0.76% 58
2016
Q4 		$1.08M Sell
21,008
-40,857
-66% -$1.88M 0.68% 63
2016
Q3 		$2.73M Sell
61,865
-41,763
-40% -$1.57M 1.9% 8
2016
Q2 		$3.7M Buy
103,628
+62,874
+154% +$2.07M 1.27% 17
2016
Q1 		$1.46M Buy
40,754
+2,757
+7% +$98.6K 1.15% 20
2015
Q4 		$1.73M Buy
37,997
+7,641
+25% +$390K 1.56% 8
2015
Q3 		$1.82M Buy
30,356
+6,334
+26% +$381K 1.59% 10
2015
Q2 		$1.42M Sell
24,022
-4,677
-16% -$335K 1.12% 25
2015
Q1 		$1.96M Buy
28,699
+424
+1% +$33.2K 1.6% 13
2014
Q4 		$2.37M Buy
+28,275
New +$2.13M 1.99% 3

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
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 $291M AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palo Capital's WDC Position: Q4 2018 in Review

Palo Capital sold out of Western Digital (WDC) in Q4 2018, closing a stake of 6,075 shares — an estimated $269K sold.

Palo Capital first reported a position in WDC in Q4 2014 and held it in 16 quarters. The position peaked at $3.7M in Q2 2016. 635 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Palo Capital reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • Palo Capital sold 6,075 Western Digital shares in Q4 2018, an estimated $269K.
  • Palo Capital first reported a position in Western Digital in Q4 2014 and held it in 16 quarters.
  • Palo Capital's Western Digital position peaked at $3.7M in Q2 2016.
  • 635 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.