FGC
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Financial Gravity Companies’s Western Digital WDC Stock Holding History

Financial Gravity Companies’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
Q4 		$106K Buy
+2,974
New +$105K 0.1% 206
2018
Q1 		$145K Sell
2,494
-2,229
-47% -$150K 0.15% 143
2017
Q4 		$318K Buy
+4,723
New +$304K 0.37% 46

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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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Gravity Companies's WDC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Western Digital (WDC) in Q4 2018: 2,974 shares worth $106K. The stake represents 0.1% of the portfolio and ranks #206 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WDC as recently as Q1 2018.

Financial Gravity Companies first reported a position in WDC in Q4 2017 and has held it in 3 quarters since. The position peaked at $318K in Q4 2017. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Financial Gravity Companies held 2,974 shares of Western Digital worth $106K as of Q4 2018.
  • Western Digital was a new Financial Gravity Companies position in Q4 2018.
  • Western Digital made up 0.1% of Financial Gravity Companies's portfolio in Q4 2018, its #206 holding.
  • Financial Gravity Companies first reported a position in Western Digital in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Western Digital position peaked at $318K in Q4 2017.
  • 634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.