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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's WDC Position: Q2 2017 in Review

WFG Advisors increased its Western Digital (WDC) stake by 3,041% in Q2 2017, buying an estimated $74.7K and bringing the position to 1,162 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #589.

WFG Advisors first reported a position in WDC in Q2 2013 and has held it in 17 quarters since. The position peaked at $250K in Q4 2014. 774 funds tracked by Wall St. Rank hold WDC as of Q2 2017.

  • WFG Advisors held 1,162 shares of Western Digital worth $78K as of Q2 2017.
  • WFG Advisors bought 1,125 Western Digital shares in Q2 2017, an estimated $74.7K.
  • Western Digital made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #589 holding.
  • WFG Advisors first reported a position in Western Digital in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Western Digital position peaked at $250K in Q4 2014.
  • 774 funds tracked by Wall St. Rank held Western Digital as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.