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Tiedemann Trust’s Western Digital WDC Stock Holding History

Tiedemann Trust’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
2014
Q4 		– Sell
-106,856
Closed -$7.84M – 76
2014
Q3 		$7.84M Buy
106,856
+12,931
+14% +$972K 0.7% 39
2014
Q2 		$6.55M Buy
93,925
+21,348
+29% +$1.43M 0.63% 41
2014
Q1 		$5.04M Buy
72,577
+35,034
+93% +$2.29M 0.55% 39
2013
Q4 		$2.38M Buy
+37,543
New +$2.1M 0.37% 35

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Tiedemann Trust's WDC Position: Q4 2014 in Review

Tiedemann Trust sold out of Western Digital (WDC) in Q4 2014, closing a stake of 106,856 shares — an estimated $7.84M sold.

Tiedemann Trust first reported a position in WDC in Q4 2013 and held it in 4 quarters. The position peaked at $7.84M in Q3 2014. 607 funds tracked by Wall St. Rank hold WDC as of Q4 2014.

  • Tiedemann Trust reported no remaining Western Digital position as of Q4 2014 after selling out during the quarter.
  • Tiedemann Trust sold 106,856 Western Digital shares in Q4 2014, an estimated $7.84M.
  • Tiedemann Trust first reported a position in Western Digital in Q4 2013 and held it in 4 quarters.
  • Tiedemann Trust's Western Digital position peaked at $7.84M in Q3 2014.
  • 607 funds tracked by Wall St. Rank held Western Digital as of Q4 2014.

Based on Tiedemann Trust's 13F filing for Q4 2014, filed 13 Feb 2015.