Lee Financial’s Western Digital WDC Stock Holding History

Lee Financial’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 Q2	–	Sell	-529	Closed	-$37K	–	838
2018 Q1	$37K	Buy	+529	New	+$35.6K	0.01%	284

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Lee Financial's WDC Position: Q2 2018 in Review

Lee Financial sold out of Western Digital (WDC) in Q2 2018, closing a stake of 529 shares — an estimated $37K sold.

Lee Financial first reported a position in WDC in Q1 2018 and held it in 1 quarter. The position peaked at $37K in Q1 2018. 792 funds tracked by Wall St. Rank hold WDC as of Q2 2018.

Lee Financial reported no remaining Western Digital position as of Q2 2018 after selling out during the quarter.
Lee Financial sold 529 Western Digital shares in Q2 2018, an estimated $37K.
Lee Financial first reported a position in Western Digital in Q1 2018 and held it in 1 quarter.
Lee Financial's Western Digital position peaked at $37K in Q1 2018.
792 funds tracked by Wall St. Rank held Western Digital as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.