EWM
WDC icon

Evermay Wealth Management’s Western Digital WDC Stock Holding History

Evermay 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
2018
Q3 		– Sell
-5,424
Closed -$317K – 149
2018
Q2 		$317K Sell
5,424
-496
-8% -$31.6K 0.11% 103
2018
Q1 		$413K Buy
+5,920
New +$399K 0.14% 83

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Evermay Wealth Management's WDC Position: Q3 2018 in Review

Evermay Wealth Management sold out of Western Digital (WDC) in Q3 2018, closing a stake of 5,424 shares — an estimated $317K sold.

Evermay Wealth Management first reported a position in WDC in Q1 2018 and held it in 2 quarters. The position peaked at $413K in Q1 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • Evermay Wealth Management reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • Evermay Wealth Management sold 5,424 Western Digital shares in Q3 2018, an estimated $317K.
  • Evermay Wealth Management first reported a position in Western Digital in Q1 2018 and held it in 2 quarters.
  • Evermay Wealth Management's Western Digital position peaked at $413K in Q1 2018.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Evermay Wealth Management's 13F filing for Q3 2018, filed 29 Oct 2018.