KJWM
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Kiley Juergens Wealth Management’s Western Digital WDC Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-561
Closed – – 658
2018
Q3 		$0 Hold
561
– – ﹤0.01% 763
2018
Q2 		$0 Buy
+561
New +$35.7K ﹤0.01% 700
2018
Q1 		– Sell
-545
Closed -$32K – 609
2017
Q4 		$32K Buy
+545
New +$35.1K 0.03% 270

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
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

Kiley Juergens Wealth Management's WDC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Western Digital (WDC) in Q4 2018, closing a stake of 561 shares.

Kiley Juergens Wealth Management first reported a position in WDC in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q4 2017. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 561 Western Digital shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Western Digital in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Western Digital position peaked at $32K in Q4 2017.
  • 634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.