Destination Wealth Management’s Western Digital WDC Stock Holding History

Destination Wealth 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 Q3	–	Sell	-728	Closed	-$26K	–	509
2019 Q2	$26K	Sell	728 -66	-8%	-$2.26K	﹤0.01%	360
2019 Q1	$29K	Buy	794 +19	+2%	+$650	﹤0.01%	351
2018 Q4	$22K	Buy	775 +113	+17%	+$4K	﹤0.01%	348
2018 Q3	$29K	Buy	+662	New	+$33.5K	﹤0.01%	363
2018 Q2	–	Sell	-963	Closed	-$67K	–	658
2018 Q1	$67K	Buy	+963	New	+$64.8K	﹤0.01%	224

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Destination Wealth Management's WDC Position: Q3 2019 in Review

Destination Wealth Management sold out of Western Digital (WDC) in Q3 2019, closing a stake of 728 shares — an estimated $26K sold.

Destination Wealth Management first reported a position in WDC in Q1 2018 and held it in 5 quarters. The position peaked at $67K in Q1 2018. 659 funds tracked by Wall St. Rank hold WDC as of Q3 2019.

Destination Wealth Management reported no remaining Western Digital position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 728 Western Digital shares in Q3 2019, an estimated $26K.
Destination Wealth Management first reported a position in Western Digital in Q1 2018 and held it in 5 quarters.
Destination Wealth Management's Western Digital position peaked at $67K in Q1 2018.
659 funds tracked by Wall St. Rank held Western Digital as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.