Winch Advisory Services’s Western Digital WDC Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-675	Closed	-$46K	–	347
2015 Q1	$46K	Sell	675 -7,925	-92%	-$620K	0.03%	83
2014 Q4	$720K	Buy	+8,600	New	+$649K	0.39%	28
2014 Q3	–	Sell	-2,465	Closed	-$172K	–	271
2014 Q2	$172K	Buy	+2,465	New	+$165K	0.1%	78

Other funds holding WDC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AAM

Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Winch Advisory Services's WDC Position: Q2 2015 in Review

Winch Advisory Services sold out of Western Digital (WDC) in Q2 2015, closing a stake of 675 shares — an estimated $46K sold.

Winch Advisory Services first reported a position in WDC in Q2 2014 and held it in 3 quarters. The position peaked at $720K in Q4 2014. 580 funds tracked by Wall St. Rank hold WDC as of Q2 2015.

Winch Advisory Services reported no remaining Western Digital position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 675 Western Digital shares in Q2 2015, an estimated $46K.
Winch Advisory Services first reported a position in Western Digital in Q2 2014 and held it in 3 quarters.
Winch Advisory Services's Western Digital position peaked at $720K in Q4 2014.
580 funds tracked by Wall St. Rank held Western Digital as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.