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Union Point Advisors’s Western Digital WDC Stock Holding History

Union Point Advisors’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
2015
Q2 		– Sell
-141,295
Closed -$9.72M – 15
2015
Q1 		$9.72M Buy
+141,295
New +$11.1M 5.01% 11

Other funds holding WDC

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Union Point Advisors's WDC Position: Q2 2015 in Review

Union Point Advisors sold out of Western Digital (WDC) in Q2 2015, closing a stake of 141,295 shares — an estimated $9.72M sold.

Union Point Advisors first reported a position in WDC in Q1 2015 and held it in 1 quarter. The position peaked at $9.72M in Q1 2015. 579 funds tracked by Wall St. Rank hold WDC as of Q2 2015.

  • Union Point Advisors reported no remaining Western Digital position as of Q2 2015 after selling out during the quarter.
  • Union Point Advisors sold 141,295 Western Digital shares in Q2 2015, an estimated $9.72M.
  • Union Point Advisors first reported a position in Western Digital in Q1 2015 and held it in 1 quarter.
  • Union Point Advisors's Western Digital position peaked at $9.72M in Q1 2015.
  • 579 funds tracked by Wall St. Rank held Western Digital as of Q2 2015.

Based on Union Point Advisors's 13F filing for Q2 2015.