Regal Investment Advisors’s Western Digital WDC Stock Holding History

Regal 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
2016 Q2	–	Sell	-89,041	Closed	-$3.18M	–	264
2016 Q1	$3.18M	Buy	+89,041	New	+$3.18M	0.86%	36
2015 Q2	–	Sell	-15	Closed	-$1K	–	1029
2015 Q1	$1K	Sell	15 -22	-59%	-$1.72K	﹤0.01%	954
2014 Q4	$3K	Buy	+37	New	+$2.79K	﹤0.01%	827
2013 Q3	–	Sell	-66	Closed	-$3K	–	944
2013 Q2	$3K	Buy	+66	New	+$2.89K	﹤0.01%	766

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Investment Advisors's WDC Position: Q2 2016 in Review

Regal Investment Advisors sold out of Western Digital (WDC) in Q2 2016, closing a stake of 89,041 shares — an estimated $3.18M sold.

Regal Investment Advisors first reported a position in WDC in Q2 2013 and held it in 4 quarters. The position peaked at $3.18M in Q1 2016. 633 funds tracked by Wall St. Rank hold WDC as of Q2 2016.

Regal Investment Advisors reported no remaining Western Digital position as of Q2 2016 after selling out during the quarter.
Regal Investment Advisors sold 89,041 Western Digital shares in Q2 2016, an estimated $3.18M.
Regal Investment Advisors first reported a position in Western Digital in Q2 2013 and held it in 4 quarters.
Regal Investment Advisors's Western Digital position peaked at $3.18M in Q1 2016.
633 funds tracked by Wall St. Rank held Western Digital as of Q2 2016.

Based on Regal Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.