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Shine Investment Advisory Services’s Western Digital WDC Stock Holding History

Shine Investment 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
2017
Q4 		– Sell
-426
Closed -$28K – 686
2017
Q3 		$28K Buy
426
+33
+8% +$2.19K 0.01% 396
2017
Q2 		$26K Buy
+393
New +$26.1K 0.01% 397

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shine Investment Advisory Services's WDC Position: Q4 2017 in Review

Shine Investment Advisory Services sold out of Western Digital (WDC) in Q4 2017, closing a stake of 426 shares — an estimated $28K sold.

Shine Investment Advisory Services first reported a position in WDC in Q2 2017 and held it in 2 quarters. The position peaked at $28K in Q3 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

  • Shine Investment Advisory Services reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 426 Western Digital shares in Q4 2017, an estimated $28K.
  • Shine Investment Advisory Services first reported a position in Western Digital in Q2 2017 and held it in 2 quarters.
  • Shine Investment Advisory Services's Western Digital position peaked at $28K in Q3 2017.
  • 788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on Shine Investment Advisory Services's 13F filing for Q4 2017, filed 25 Jan 2018.