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Capital Investment Advisory Services’s Western Digital WDC Stock Holding History

Capital Investment Advisory 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
2020
Q1 		– Sell
-5,184
Closed -$249K – 623
2019
Q4 		$249K Buy
5,184
+2,538
+96% +$106K 0.07% 261
2019
Q3 		$119K Hold
2,646
– – 0.03% 356
2019
Q2 		$111K Sell
2,646
-167
-6% -$5.72K 0.03% 365
2019
Q1 		$102K Hold
2,813
– – 0.04% 336
2018
Q4 		$79K Buy
+2,813
New +$99.7K 0.03% 360

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Investment Advisory Services's WDC Position: Q1 2020 in Review

Capital Investment Advisory Services sold out of Western Digital (WDC) in Q1 2020, closing a stake of 5,184 shares — an estimated $249K sold.

Capital Investment Advisory Services first reported a position in WDC in Q4 2018 and held it in 5 quarters. The position peaked at $249K in Q4 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Capital Investment Advisory Services reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 5,184 Western Digital shares in Q1 2020, an estimated $249K.
  • Capital Investment Advisory Services first reported a position in Western Digital in Q4 2018 and held it in 5 quarters.
  • Capital Investment Advisory Services's Western Digital position peaked at $249K in Q4 2019.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Capital Investment Advisory Services's 13F filing for Q1 2020, filed 28 Apr 2020.