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CCM Investment Advisers’s Western Digital WDC Stock Holding History

CCM Investment Advisers’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
-6,555
Closed -$314K – 74
2019
Q4 		$314K Sell
6,555
-8,402
-56% -$351K 0.05% 58
2019
Q3 		$674K Sell
14,957
-7,633
-34% -$326K 0.11% 56
2019
Q2 		$811K Sell
22,590
-210,642
-90% -$7.22M 0.14% 54
2019
Q1 		$8.47M Buy
233,232
+31,403
+16% +$1.08M 1.42% 43
2018
Q4 		$5.64M Buy
201,829
+1,412
+0.7% +$50K 1.12% 42
2018
Q3 		$8.87M Buy
200,417
+15,477
+8% +$784K 1.64% 32
2018
Q2 		$10.8M Buy
184,940
+9,082
+5% +$578K 2.06% 15
2018
Q1 		$12.3M Sell
175,858
-3,879
-2% -$261K 2.39% 6
2017
Q4 		$10.8M Sell
179,737
-5,240
-3% -$337K 2.08% 17
2017
Q3 		$12.1M Sell
184,977
-3,293
-2% -$218K 2.32% 6
2017
Q2 		$12.6M Sell
188,270
-8,022
-4% -$533K 2.46% 3
2017
Q1 		$12.2M Sell
196,292
-16,445
-8% -$945K 2.44% 3
2016
Q4 		$10.9M Sell
212,737
-12,754
-6% -$588K 2.31% 6
2016
Q3 		$9.96M Buy
225,491
+218,380
+3,071% +$8.23M 2.11% 14
2016
Q2 		$254K Sell
7,111
-1,753
-20% -$57.7K 0.02% 110
2016
Q1 		$316K Sell
8,864
-3,556
-29% -$127K 0.03% 86
2015
Q4 		$563K Sell
12,420
-1,389
-10% -$70.9K 0.05% 73
2015
Q3 		$829K Sell
13,809
-11,522
-45% -$693K 0.08% 67
2015
Q2 		$1.5M Sell
25,331
-1,648
-6% -$118K 0.14% 72
2015
Q1 		$1.85M Sell
26,979
-410
-1% -$32.1K 0.18% 71
2014
Q4 		$2.29M Sell
27,389
-17,273
-39% -$1.3M 0.21% 63
2014
Q3 		$3.29M Sell
44,662
-8,606
-16% -$647K 0.29% 60
2014
Q2 		$3.72M Sell
53,268
-27,558
-34% -$1.85M 0.34% 57
2014
Q1 		$5.61M Sell
80,826
-175,410
-68% -$11.5M 0.56% 52
2013
Q4 		$16.2M Sell
256,236
-172,095
-40% -$9.62M 1.52% 34
2013
Q3 		$20.5M Buy
428,331
+15,371
+4% +$759K 2.04% 10
2013
Q2 		$19.4M Buy
+412,960
New +$18.1M 1.99% 8

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

CCM Investment Advisers's WDC Position: Q1 2020 in Review

CCM Investment Advisers sold out of Western Digital (WDC) in Q1 2020, closing a stake of 6,555 shares — an estimated $314K sold.

CCM Investment Advisers first reported a position in WDC in Q2 2013 and held it in 27 quarters. The position peaked at $20.5M in Q3 2013. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • CCM Investment Advisers reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • CCM Investment Advisers sold 6,555 Western Digital shares in Q1 2020, an estimated $314K.
  • CCM Investment Advisers first reported a position in Western Digital in Q2 2013 and held it in 27 quarters.
  • CCM Investment Advisers's Western Digital position peaked at $20.5M in Q3 2013.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on CCM Investment Advisers's 13F filing for Q1 2020, filed 22 May 2020.