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Systematic Financial Management’s Western Digital WDC Stock Holding History

Systematic Financial 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
2018
Q3 		– Sell
-137,383
Closed -$8.04M – 682
2018
Q2 		$8.04M Sell
137,383
-109,636
-44% -$6.98M 0.2% 183
2018
Q1 		$17.2M Buy
247,019
+246,994
+987,976% +$16.6M 0.38% 84
2017
Q4 		$2K Sell
25
-155,660
-100% -$10M ﹤0.01% 636
2017
Q3 		$10.2M Sell
155,685
-21,340
-12% -$1.42M 0.21% 150
2017
Q2 		$11.9M Sell
177,025
-26,194
-13% -$1.74M 0.22% 135
2017
Q1 		$12.7M Sell
203,219
-411,854
-67% -$23.7M 0.22% 125
2016
Q4 		$31.6M Sell
615,073
-197,828
-24% -$9.12M 0.5% 50
2016
Q3 		$35.9M Buy
812,901
+459,286
+130% +$17.3M 0.5% 61
2016
Q2 		$12.6M Sell
353,615
-187,731
-35% -$6.18M 0.17% 147
2016
Q1 		$19.3M Sell
541,346
-365,600
-40% -$13.1M 0.24% 105
2015
Q4 		$41.2M Buy
906,946
+572,803
+171% +$29.2M 0.45% 64
2015
Q3 		$20.1M Sell
334,143
-719,769
-68% -$43.3M 0.21% 107
2015
Q2 		$62.5M Sell
1,053,912
-360,663
-25% -$25.8M 0.53% 56
2015
Q1 		$97.3M Buy
1,414,575
+115,308
+9% +$9.02M 0.77% 33
2014
Q4 		$109M Buy
1,299,267
+130,043
+11% +$9.82M 0.8% 28
2014
Q3 		$86M Sell
1,169,224
-50,857
-4% -$3.82M 0.63% 43
2014
Q2 		$85.1M Sell
1,220,081
-76,401
-6% -$5.12M 0.58% 48
2014
Q1 		$90M Buy
1,296,482
+903,902
+230% +$59M 0.62% 49
2013
Q4 		$24.9M Buy
392,580
+179,756
+84% +$10M 0.18% 142
2013
Q3 		$10.2M Buy
+212,824
New +$10.5M 0.08% 246

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Systematic Financial Management's WDC Position: Q3 2018 in Review

Systematic Financial Management sold out of Western Digital (WDC) in Q3 2018, closing a stake of 137,383 shares — an estimated $8.04M sold.

Systematic Financial Management first reported a position in WDC in Q3 2013 and held it in 20 quarters. The position peaked at $109M in Q4 2014. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • Systematic Financial Management reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • Systematic Financial Management sold 137,383 Western Digital shares in Q3 2018, an estimated $8.04M.
  • Systematic Financial Management first reported a position in Western Digital in Q3 2013 and held it in 20 quarters.
  • Systematic Financial Management's Western Digital position peaked at $109M in Q4 2014.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Systematic Financial Management's 13F filing for Q3 2018, filed 6 Nov 2018.