EHWM
SNDK

Eads & Heald Wealth Management’s SANDISK CORP SNDK Stock Holding History

Eads & Heald Wealth Management’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,180
Closed -$318K – 134
2015
Q4 		$318K Sell
4,180
-735
-15% -$53.8K 0.22% 120
2015
Q3 		$267K Buy
4,915
+1,050
+27% +$58K 0.19% 123
2015
Q2 		$225K Buy
+3,865
New +$259K 0.15% 126

Other funds holding SNDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eads & Heald Wealth Management's SNDK Position: Q1 2016 in Review

Eads & Heald Wealth Management sold out of SANDISK CORP (SNDK) in Q1 2016, closing a stake of 4,180 shares — an estimated $318K sold.

Eads & Heald Wealth Management first reported a position in SNDK in Q2 2015 and held it in 3 quarters. The position peaked at $318K in Q4 2015. 509 funds tracked by Wall St. Rank hold SNDK as of Q1 2016.

  • Eads & Heald Wealth Management reported no remaining SANDISK CORP position as of Q1 2016 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 4,180 SANDISK CORP shares in Q1 2016, an estimated $318K.
  • Eads & Heald Wealth Management first reported a position in SANDISK CORP in Q2 2015 and held it in 3 quarters.
  • Eads & Heald Wealth Management's SANDISK CORP position peaked at $318K in Q4 2015.
  • 509 funds tracked by Wall St. Rank held SANDISK CORP as of Q1 2016.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2016, filed 29 Apr 2016.