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BDO Wealth Advisors’s Western Digital WDC Stock Holding History

BDO Wealth 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
2018
Q3 		– Sell
-397
Closed -$23K – 664
2018
Q2 		$23K Hold
397
– – 0.01% 374
2018
Q1 		$28K Sell
397
-265
-40% -$17.8K 0.01% 298
2017
Q4 		$40K Hold
662
– – 0.02% 230
2017
Q3 		$43K Buy
+662
New +$43.9K 0.02% 214

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
ClearBridge Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

BDO Wealth Advisors's WDC Position: Q3 2018 in Review

BDO Wealth Advisors sold out of Western Digital (WDC) in Q3 2018, closing a stake of 397 shares — an estimated $23K sold.

BDO Wealth Advisors first reported a position in WDC in Q3 2017 and held it in 4 quarters. The position peaked at $43K in Q3 2017. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • BDO Wealth Advisors reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 397 Western Digital shares in Q3 2018, an estimated $23K.
  • BDO Wealth Advisors first reported a position in Western Digital in Q3 2017 and held it in 4 quarters.
  • BDO Wealth Advisors's Western Digital position peaked at $43K in Q3 2017.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.