Smith & Howard Wealth Management’s Western Digital WDC Stock Holding History

Smith & Howard Wealth Management’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 Q3	–	Sell	-3,540	Closed	-$237K	–	64
2017 Q2	$237K	Buy	3,540 +41	+1%	+$2.72K	0.11%	47
2017 Q1	$218K	Buy	+3,499	New	+$201K	0.1%	48
2015 Q1	–	Sell	-2,441	Closed	-$204K	–	87
2014 Q4	$204K	Buy	+2,441	New	+$184K	0.1%	51
2014 Q1	–	Sell	-2,441	Closed	-$155K	–	213
2013 Q4	$155K	Buy	+2,441	New	+$136K	0.09%	52

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 $247M AUM 20.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Smith & Howard Wealth Management's WDC Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of Western Digital (WDC) in Q3 2017, closing a stake of 3,540 shares — an estimated $237K sold.

Smith & Howard Wealth Management first reported a position in WDC in Q4 2013 and held it in 4 quarters. The position peaked at $237K in Q2 2017. 763 funds tracked by Wall St. Rank hold WDC as of Q3 2017.

Smith & Howard Wealth Management reported no remaining Western Digital position as of Q3 2017 after selling out during the quarter.
Smith & Howard Wealth Management sold 3,540 Western Digital shares in Q3 2017, an estimated $237K.
Smith & Howard Wealth Management first reported a position in Western Digital in Q4 2013 and held it in 4 quarters.
Smith & Howard Wealth Management's Western Digital position peaked at $237K in Q2 2017.
763 funds tracked by Wall St. Rank held Western Digital as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.