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Abbot Financial Management’s Western Digital WDC Stock Holding History

Abbot Financial Management’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
Q4 		– Sell
-8,070
Closed -$357K – 115
2018
Q3 		$357K Sell
8,070
-1,356
-14% -$68.7K 0.27% 85
2018
Q2 		$552K Sell
9,426
-9,460
-50% -$602K 0.44% 68
2018
Q1 		$1.32M Buy
18,886
+529
+3% +$35.6K 1.06% 32
2017
Q4 		$1.1M Buy
18,357
+166
+0.9% +$10.7K 0.88% 43
2017
Q3 		$1.21M Sell
18,191
-33
-0.2% -$2.19K 1.01% 34
2017
Q2 		$1.22M Buy
+18,224
New +$1.21M 1.09% 34

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abbot Financial Management's WDC Position: Q4 2018 in Review

Abbot Financial Management sold out of Western Digital (WDC) in Q4 2018, closing a stake of 8,070 shares — an estimated $357K sold.

Abbot Financial Management first reported a position in WDC in Q2 2017 and held it in 6 quarters. The position peaked at $1.32M in Q1 2018. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Abbot Financial Management reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • Abbot Financial Management sold 8,070 Western Digital shares in Q4 2018, an estimated $357K.
  • Abbot Financial Management first reported a position in Western Digital in Q2 2017 and held it in 6 quarters.
  • Abbot Financial Management's Western Digital position peaked at $1.32M in Q1 2018.
  • 634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Abbot Financial Management's 13F filing for Q4 2018, filed 7 Feb 2019.