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Cambridge Financial Group’s Western Digital WDC Stock Holding History

Cambridge Financial Group’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
-101,777
Closed -$4.5M – 33
2018
Q3 		$4.5M Hold
101,777
– – 2.04% 30
2018
Q2 		$5.96M Buy
101,777
+6,706
+7% +$427K 2.93% 22
2018
Q1 		$6.63M Sell
95,071
-5,583
-6% -$376K 3.58% 8
2017
Q4 		$6.05M Buy
100,654
+42
+0% +$2.7K 2.99% 25
2017
Q3 		$6.57M Sell
100,612
-179
-0.2% -$11.9K 3.44% 14
2017
Q2 		$6.75M Sell
100,791
-11,431
-10% -$759K 3.61% 5
2017
Q1 		$7M Buy
+112,222
New +$6.45M 3.95% 2
2015
Q1 		– Sell
-9,201
Closed -$770K – 33
2014
Q4 		$770K Sell
9,201
-88,230
-91% -$6.66M 3.74% 1
2014
Q3 		$7.17M Sell
97,431
-2,938
-3% -$221K 3.58% 9
2014
Q2 		$7M Sell
100,369
-8,613
-8% -$577K 3.48% 9
2014
Q1 		$7.56M Sell
108,982
-5,312
-5% -$347K 3.85% 2
2013
Q4 		$7.25M Buy
+114,294
New +$6.39M 3.7% 5

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 $291M AUM 49.45% 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

Cambridge Financial Group's WDC Position: Q4 2018 in Review

Cambridge Financial Group sold out of Western Digital (WDC) in Q4 2018, closing a stake of 101,777 shares — an estimated $4.5M sold.

Cambridge Financial Group first reported a position in WDC in Q4 2013 and held it in 12 quarters. The position peaked at $7.56M in Q1 2014. 635 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Cambridge Financial Group reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • Cambridge Financial Group sold 101,777 Western Digital shares in Q4 2018, an estimated $4.5M.
  • Cambridge Financial Group first reported a position in Western Digital in Q4 2013 and held it in 12 quarters.
  • Cambridge Financial Group's Western Digital position peaked at $7.56M in Q1 2014.
  • 635 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Cambridge Financial Group's 13F filing for Q4 2018, filed 1 Feb 2019.