Eads & Heald Wealth Management’s Western Digital WDC Stock Holding History

Eads & Heald 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 Q4	–	Sell	-4,791	Closed	-$216K	–	133
2019 Q3	$216K	Buy	+4,791	New	+$204K	0.12%	127
2019 Q2	–	Sell	-6,438	Closed	-$234K	–	129
2019 Q1	$234K	Sell	6,438 -1,217	-16%	-$41.7K	0.14%	122
2018 Q4	$214K	Sell	7,655 -4,061	-35%	-$144K	0.14%	120
2018 Q3	$518K	Sell	11,716 -878	-7%	-$44.5K	0.3%	106
2018 Q2	$737K	Buy	+12,594	New	+$801K	0.45%	89
2017 Q2	–	Sell	-3,232	Closed	-$202K	–	132
2017 Q1	$202K	Sell	3,232 -924	-22%	-$53.1K	0.13%	126
2016 Q4	$213K	Sell	4,156 -378	-8%	-$17.4K	0.15%	122
2016 Q3	$200K	Buy	+4,534	New	+$171K	0.14%	125
2015 Q4	–	Sell	-9,180	Closed	-$551K	–	139
2015 Q3	$551K	Sell	9,180 -176	-2%	-$10.6K	0.39%	99
2015 Q2	$555K	Buy	9,356 +6,395	+216%	+$458K	0.37%	103
2015 Q1	$204K	Buy	+2,961	New	+$232K	0.13%	131

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eads & Heald Wealth Management's WDC Position: Q4 2019 in Review

Eads & Heald Wealth Management sold out of Western Digital (WDC) in Q4 2019, closing a stake of 4,791 shares — an estimated $216K sold.

Eads & Heald Wealth Management first reported a position in WDC in Q1 2015 and held it in 11 quarters. The position peaked at $737K in Q2 2018. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

Eads & Heald Wealth Management reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
Eads & Heald Wealth Management sold 4,791 Western Digital shares in Q4 2019, an estimated $216K.
Eads & Heald Wealth Management first reported a position in Western Digital in Q1 2015 and held it in 11 quarters.
Eads & Heald Wealth Management's Western Digital position peaked at $737K in Q2 2018.
693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2019, filed 31 Jan 2020.