DIM
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Delta Investment Management’s Western Digital WDC Stock Holding History

Delta Investment Management’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
-4,507
Closed -$203K – 210
2019
Q3 		$203K Sell
4,507
-3,951
-47% -$169K 0.11% 130
2019
Q2 		$303K Buy
+8,458
New +$290K 0.17% 57

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

Delta Investment Management's WDC Position: Q4 2019 in Review

Delta Investment Management sold out of Western Digital (WDC) in Q4 2019, closing a stake of 4,507 shares — an estimated $203K sold.

Delta Investment Management first reported a position in WDC in Q2 2019 and held it in 2 quarters. The position peaked at $303K in Q2 2019. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

  • Delta Investment Management reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
  • Delta Investment Management sold 4,507 Western Digital shares in Q4 2019, an estimated $203K.
  • Delta Investment Management first reported a position in Western Digital in Q2 2019 and held it in 2 quarters.
  • Delta Investment Management's Western Digital position peaked at $303K in Q2 2019.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Delta Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.