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Waratah Capital Advisors’s Western Digital WDC Stock Holding History

Waratah Capital 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
Q4 		– Sell
-3,334
Closed -$200K – 216
2015
Q3 		$200K Buy
+3,334
New +$201K 0.04% 94

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Waratah Capital Advisors's WDC Position: Q4 2015 in Review

Waratah Capital Advisors sold out of Western Digital (WDC) in Q4 2015, closing a stake of 3,334 shares — an estimated $200K sold.

Waratah Capital Advisors first reported a position in WDC in Q3 2015 and held it in 1 quarter. The position peaked at $200K in Q3 2015. 568 funds tracked by Wall St. Rank hold WDC as of Q4 2015.

  • Waratah Capital Advisors reported no remaining Western Digital position as of Q4 2015 after selling out during the quarter.
  • Waratah Capital Advisors sold 3,334 Western Digital shares in Q4 2015, an estimated $200K.
  • Waratah Capital Advisors first reported a position in Western Digital in Q3 2015 and held it in 1 quarter.
  • Waratah Capital Advisors's Western Digital position peaked at $200K in Q3 2015.
  • 568 funds tracked by Wall St. Rank held Western Digital as of Q4 2015.

Based on Waratah Capital Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.