WA
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WealthTrust-Arizona’s Western Digital WDC Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-795
Closed -$55K – 715
2018
Q1 		$55K Sell
795
-24
-3% -$1.62K 0.03% 148
2017
Q4 		$49K Sell
819
-239
-23% -$15.4K 0.02% 167
2017
Q3 		$69K Hold
1,058
– – 0.04% 133
2017
Q2 		$71K Buy
1,058
+83
+9% +$5.51K 0.04% 122
2017
Q1 		$61K Buy
975
+107
+12% +$6.15K 0.03% 137
2016
Q4 		$45K Sell
868
-17
-2% -$784 0.03% 165
2016
Q3 		$39K Buy
885
+147
+20% +$5.54K 0.02% 173
2016
Q2 		$26K Buy
738
+45
+6% +$1.48K 0.02% 205
2016
Q1 		$25K Buy
693
+16
+2% +$572 0.02% 205
2015
Q4 		$31K Buy
677
+38
+6% +$1.94K 0.02% 197
2015
Q3 		$38K Sell
639
-237
-27% -$14.3K 0.02% 181
2015
Q2 		$52K Buy
876
+1
+0.1% +$72 0.03% 153
2015
Q1 		$60K Hold
875
– – 0.04% 143
2014
Q4 		$73K Sell
875
-104
-11% -$7.85K 0.06% 125
2014
Q3 		$72K Hold
979
– – 0.08% 122
2014
Q2 		$68K Sell
979
-109
-10% -$7.31K 0.07% 135
2014
Q1 		$75K Sell
1,088
-91
-8% -$5.94K 0.08% 123
2013
Q4 		$75K Sell
1,179
-122
-9% -$6.82K 0.09% 115
2013
Q3 		$62K Sell
1,301
-116
-8% -$5.73K 0.08% 120
2013
Q2 		$66K Buy
+1,417
New +$62.1K 0.09% 115

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return