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Zweig Advisers’s Western Digital WDC Stock Holding History

Zweig Advisers’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
Q3 		– Sell
-152,145
Closed -$9.02M – 77
2015
Q2 		$9.02M Sell
152,145
-17,199
-10% -$1.23M 1.37% 46
2015
Q1 		$11.6M Buy
169,344
+6,615
+4% +$517K 1.67% 39
2014
Q4 		$13.6M Buy
+162,729
New +$12.3M 1.87% 17

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Zweig Advisers's WDC Position: Q3 2015 in Review

Zweig Advisers sold out of Western Digital (WDC) in Q3 2015, closing a stake of 152,145 shares — an estimated $9.02M sold.

Zweig Advisers first reported a position in WDC in Q4 2014 and held it in 3 quarters. The position peaked at $13.6M in Q4 2014. 546 funds tracked by Wall St. Rank hold WDC as of Q3 2015.

  • Zweig Advisers reported no remaining Western Digital position as of Q3 2015 after selling out during the quarter.
  • Zweig Advisers sold 152,145 Western Digital shares in Q3 2015, an estimated $9.02M.
  • Zweig Advisers first reported a position in Western Digital in Q4 2014 and held it in 3 quarters.
  • Zweig Advisers's Western Digital position peaked at $13.6M in Q4 2014.
  • 546 funds tracked by Wall St. Rank held Western Digital as of Q3 2015.

Based on Zweig Advisers's 13F filing for Q3 2015, filed 16 Nov 2015.