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Cutter & Co Brokerage’s Western Digital WDC Stock Holding History

Cutter & Co Brokerage’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
2019
Q4 		– Sell
-6,615
Closed -$298K – 300
2019
Q3 		$298K Sell
6,615
-1,191
-15% -$50.8K 0.1% 203
2019
Q2 		$281K Sell
7,806
-529
-6% -$18.1K 0.09% 223
2019
Q1 		$303K Buy
+8,335
New +$285K 0.09% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cutter & Co Brokerage's WDC Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of Western Digital (WDC) in Q4 2019, closing a stake of 6,615 shares — an estimated $298K sold.

Cutter & Co Brokerage first reported a position in WDC in Q1 2019 and held it in 3 quarters. The position peaked at $303K in Q1 2019. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

  • Cutter & Co Brokerage reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
  • Cutter & Co Brokerage sold 6,615 Western Digital shares in Q4 2019, an estimated $298K.
  • Cutter & Co Brokerage first reported a position in Western Digital in Q1 2019 and held it in 3 quarters.
  • Cutter & Co Brokerage's Western Digital position peaked at $303K in Q1 2019.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.