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Partnervest Advisory Services’s Western Digital WDC Stock Holding History

Partnervest Advisory 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
2014
Q1 		– Sell
-198
Closed -$13K – 1075
2013
Q4 		$13K Hold
198
– – 0.01% 586
2013
Q3 		$10K Hold
198
– – 0.01% 659
2013
Q2 		$9K Buy
+198
New +$8.68K ﹤0.01% 628

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AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
BIT
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O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Partnervest Advisory Services's WDC Position: Q1 2014 in Review

Partnervest Advisory Services sold out of Western Digital (WDC) in Q1 2014, closing a stake of 198 shares — an estimated $13K sold.

Partnervest Advisory Services first reported a position in WDC in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q4 2013. 546 funds tracked by Wall St. Rank hold WDC as of Q1 2014.

  • Partnervest Advisory Services reported no remaining Western Digital position as of Q1 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 198 Western Digital shares in Q1 2014, an estimated $13K.
  • Partnervest Advisory Services first reported a position in Western Digital in Q2 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Western Digital position peaked at $13K in Q4 2013.
  • 546 funds tracked by Wall St. Rank held Western Digital as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.