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Buckley Wealth Management’s Seagate STX Stock Holding History

Buckley Wealth Management’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,133
Closed -$572K – 159
2018
Q2 		$572K Sell
10,133
-1,917
-16% -$111K 0.27% 81
2018
Q1 		$705K Sell
12,050
-1,500
-11% -$79.8K 0.35% 61
2017
Q4 		$567K Buy
+13,550
New +$518K 0.28% 84

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Buckley Wealth Management's STX Position: Q3 2018 in Review

Buckley Wealth Management sold out of Seagate (STX) in Q3 2018, closing a stake of 10,133 shares — an estimated $572K sold.

Buckley Wealth Management first reported a position in STX in Q4 2017 and held it in 3 quarters. The position peaked at $705K in Q1 2018. 595 funds tracked by Wall St. Rank hold STX as of Q3 2018.

  • Buckley Wealth Management reported no remaining Seagate position as of Q3 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 10,133 Seagate shares in Q3 2018, an estimated $572K.
  • Buckley Wealth Management first reported a position in Seagate in Q4 2017 and held it in 3 quarters.
  • Buckley Wealth Management's Seagate position peaked at $705K in Q1 2018.
  • 595 funds tracked by Wall St. Rank held Seagate as of Q3 2018.

Based on Buckley Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.