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E&G Advisors’s Western Digital WDC Stock Holding History

E&G Advisors’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
Q1 		– Sell
-10,849
Closed -$303K – 189
2018
Q4 		$303K Sell
10,849
-2,116
-16% -$75K 0.14% 148
2018
Q3 		$574K Hold
12,965
– – 0.22% 120
2018
Q2 		$759K Buy
12,965
+396
+3% +$25.2K 0.32% 81
2018
Q1 		$877K Buy
12,569
+3,440
+38% +$232K 0.38% 64
2017
Q4 		$549K Sell
9,129
-562
-6% -$36.2K 0.23% 94
2017
Q3 		$633K Buy
9,691
+250
+3% +$16.6K 0.29% 76
2017
Q2 		$632K Buy
9,441
+4,202
+80% +$279K 0.3% 70
2017
Q1 		$327K Buy
5,239
+556
+12% +$31.9K 0.17% 117
2016
Q4 		$241K Sell
4,683
-5,107
-52% -$235K 0.14% 116
2016
Q3 		$433K Sell
9,790
-9,394
-49% -$354K 0.25% 80
2016
Q2 		$685K Buy
19,184
+3,284
+21% +$108K 0.42% 59
2016
Q1 		$568K Buy
+15,900
New +$569K 0.37% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

E&G Advisors's WDC Position: Q1 2019 in Review

E&G Advisors sold out of Western Digital (WDC) in Q1 2019, closing a stake of 10,849 shares — an estimated $303K sold.

E&G Advisors first reported a position in WDC in Q1 2016 and held it in 12 quarters. The position peaked at $877K in Q1 2018. 687 funds tracked by Wall St. Rank hold WDC as of Q1 2019.

  • E&G Advisors reported no remaining Western Digital position as of Q1 2019 after selling out during the quarter.
  • E&G Advisors sold 10,849 Western Digital shares in Q1 2019, an estimated $303K.
  • E&G Advisors first reported a position in Western Digital in Q1 2016 and held it in 12 quarters.
  • E&G Advisors's Western Digital position peaked at $877K in Q1 2018.
  • 687 funds tracked by Wall St. Rank held Western Digital as of Q1 2019.

Based on E&G Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.