USCA RIA’s Western Digital WDC Stock Holding History

USCA RIA’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	-4,156	Closed	-$278K	–	459
2017 Q3	$278K	Hold	4,156	–	–	0.04%	355
2017 Q2	$278K	Buy	+4,156	New	+$276K	0.04%	359

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USCA RIA's WDC Position: Q4 2017 in Review

USCA RIA sold out of Western Digital (WDC) in Q4 2017, closing a stake of 4,156 shares — an estimated $278K sold.

USCA RIA first reported a position in WDC in Q2 2017 and held it in 2 quarters. The position peaked at $278K in Q3 2017. 788 funds tracked by Wall St. Rank hold WDC as of Q4 2017.

USCA RIA reported no remaining Western Digital position as of Q4 2017 after selling out during the quarter.
USCA RIA sold 4,156 Western Digital shares in Q4 2017, an estimated $278K.
USCA RIA first reported a position in Western Digital in Q2 2017 and held it in 2 quarters.
USCA RIA's Western Digital position peaked at $278K in Q3 2017.
788 funds tracked by Wall St. Rank held Western Digital as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.