WFG Advisors’s Western Digital WDC Stock Holding History

WFG 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
2017 Q2	$78K	Buy	1,162 +1,125	+3,041%	+$74.7K	0.02%	589
2017 Q1	$2K	Sell	37 -4,211	-99%	-$242K	﹤0.01%	1356
2016 Q4	$218K	Buy	4,248 +118	+3%	+$5.44K	0.05%	364
2016 Q3	$183K	Sell	4,130 -178	-4%	-$6.71K	0.05%	388
2016 Q2	$154K	Buy	4,308 +1,568	+57%	+$51.6K	0.04%	398
2016 Q1	$98K	Sell	2,740 -1,238	-31%	-$44.3K	0.03%	475
2015 Q4	$181K	Buy	3,978 +663	+20%	+$33.9K	0.05%	312
2015 Q3	$199K	Buy	3,315 +304	+10%	+$18.3K	0.06%	294
2015 Q2	$178K	Buy	3,011 +313	+12%	+$22.4K	0.05%	373
2015 Q1	$186K	Sell	2,698 -289	-10%	-$22.6K	0.05%	373
2014 Q4	$250K	Buy	2,987 +113	+4%	+$8.53K	0.05%	369
2014 Q3	$211K	Sell	2,874 -164	-5%	-$12.3K	0.04%	434
2014 Q2	$212K	Buy	3,038 +166	+6%	+$11.1K	0.04%	433
2014 Q1	$199K	Sell	2,872 -64	-2%	-$4.18K	0.04%	433
2013 Q4	$186K	Buy	2,936 +8	+0.3%	+$447	0.03%	539
2013 Q3	$140K	Sell	2,928 -595	-17%	-$29.4K	0.02%	593
2013 Q2	$165K	Buy	+3,523	New	+$154K	0.03%	514

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments

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

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return