Rockefeller Financial Services’s Western Digital WDC Stock Holding History

Rockefeller 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
2017 Q2	–	Sell	-546	Closed	-$34K	–	461
2017 Q1	$34K	Hold	546	–	–	﹤0.01%	415
2016 Q4	$28K	Hold	546	–	–	﹤0.01%	447
2016 Q3	$24K	Hold	546	–	–	﹤0.01%	416
2016 Q2	$20K	Buy	546 +447	+452%	+$14.7K	﹤0.01%	431
2016 Q1	$4K	Buy	+99	New	+$3.54K	﹤0.01%	587
2015 Q3	–	Sell	-1,437	Closed	-$85K	–	525
2015 Q2	$85K	Hold	1,437	–	–	﹤0.01%	373
2015 Q1	$99K	Hold	1,437	–	–	﹤0.01%	380
2014 Q4	$120K	Sell	1,437 -1,093	-43%	-$82.5K	﹤0.01%	334
2014 Q3	$186K	Sell	2,530 -59	-2%	-$4.43K	﹤0.01%	332
2014 Q2	$181K	Sell	2,589 -454	-15%	-$30.4K	﹤0.01%	343
2014 Q1	$211K	Buy	+3,043	New	+$199K	﹤0.01%	338

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockefeller Financial Services's WDC Position: Q2 2017 in Review

Rockefeller Financial Services sold out of Western Digital (WDC) in Q2 2017, closing a stake of 546 shares — an estimated $34K sold.

Rockefeller Financial Services first reported a position in WDC in Q1 2014 and held it in 11 quarters. The position peaked at $211K in Q1 2014. 774 funds tracked by Wall St. Rank hold WDC as of Q2 2017.

Rockefeller Financial Services reported no remaining Western Digital position as of Q2 2017 after selling out during the quarter.
Rockefeller Financial Services sold 546 Western Digital shares in Q2 2017, an estimated $34K.
Rockefeller Financial Services first reported a position in Western Digital in Q1 2014 and held it in 11 quarters.
Rockefeller Financial Services's Western Digital position peaked at $211K in Q1 2014.
774 funds tracked by Wall St. Rank held Western Digital as of Q2 2017.

Based on Rockefeller Financial Services's 13F filing for Q2 2017, filed 18 Jul 2017.