RCG
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Ruggie Capital Group’s Western Digital WDC Stock Holding History

Ruggie Capital Group’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
Q3 		– Sell
-1,701
Closed -$100K – 326
2018
Q2 		$100K Buy
+1,701
New +$108K 0.05% 145
2018
Q1 		– Sell
-2,043
Closed -$123K – 332
2017
Q4 		$123K Hold
2,043
– – 0.08% 96
2017
Q3 		$133K Hold
2,043
– – 0.09% 85
2017
Q2 		$137K Hold
2,043
– – 0.09% 86
2017
Q1 		$127K Buy
+2,043
New +$117K 0.09% 79
2015
Q2 		– Sell
-49
Closed -$3K – 391
2015
Q1 		$3K Buy
+49
New +$3.83K ﹤0.01% 210

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $653B AUM 32.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return