Shaker Investments’s Western Digital WDC Stock Holding History

Shaker Investments’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 Q2	–	Sell	-8,335	Closed	-$581K	–	83
2018 Q1	$581K	Hold	8,335	–	–	0.36%	57
2017 Q4	$501K	Buy	+8,335	New	+$537K	0.33%	54

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

IAM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shaker Investments's WDC Position: Q2 2018 in Review

Shaker Investments sold out of Western Digital (WDC) in Q2 2018, closing a stake of 8,335 shares — an estimated $581K sold.

Shaker Investments first reported a position in WDC in Q4 2017 and held it in 2 quarters. The position peaked at $581K in Q1 2018. 793 funds tracked by Wall St. Rank hold WDC as of Q2 2018.

Shaker Investments reported no remaining Western Digital position as of Q2 2018 after selling out during the quarter.
Shaker Investments sold 8,335 Western Digital shares in Q2 2018, an estimated $581K.
Shaker Investments first reported a position in Western Digital in Q4 2017 and held it in 2 quarters.
Shaker Investments's Western Digital position peaked at $581K in Q1 2018.
793 funds tracked by Wall St. Rank held Western Digital as of Q2 2018.

Based on Shaker Investments's 13F filing for Q2 2018, filed 30 Jul 2018.