Advocacy Wealth Management Services’s Western Digital WDC Stock Holding History

Advocacy Wealth Management 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
2018 Q2	–	Sell	-184	Closed	-$13K	–	202
2018 Q1	$13K	Hold	184	–	–	0.01%	118
2017 Q4	$11K	Sell	184 -411	-69%	-$26.5K	0.01%	153
2017 Q3	$38K	Buy	595 +274	+85%	+$18.2K	0.02%	80
2017 Q2	$22K	Hold	321	–	–	0.01%	127
2017 Q1	$20K	Buy	321 +17	+6%	+$977	0.01%	155
2016 Q4	$16K	Sell	304 -27	-8%	-$1.25K	﹤0.01%	163
2016 Q3	$15K	Buy	331 +44	+15%	+$1.66K	0.01%	241
2016 Q2	$10K	Sell	287 -24	-8%	-$790	0.01%	297
2016 Q1	$11K	Buy	311 +147	+90%	+$5.26K	0.01%	345
2015 Q4	$7K	Buy	+164	New	+$8.37K	0.01%	396

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

IAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advocacy Wealth Management Services's WDC Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of Western Digital (WDC) in Q2 2018, closing a stake of 184 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in WDC in Q4 2015 and held it in 10 quarters. The position peaked at $38K in Q3 2017. 792 funds tracked by Wall St. Rank hold WDC as of Q2 2018.

Advocacy Wealth Management Services reported no remaining Western Digital position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 184 Western Digital shares in Q2 2018, an estimated $13K.
Advocacy Wealth Management Services first reported a position in Western Digital in Q4 2015 and held it in 10 quarters.
Advocacy Wealth Management Services's Western Digital position peaked at $38K in Q3 2017.
792 funds tracked by Wall St. Rank held Western Digital as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.