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Mark Sheptoff Financial Planning’s Western Digital WDC Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-26
Closed -$2K – 400
2017
Q4 		$2K Hold
26
– – ﹤0.01% 355
2017
Q3 		$2K Hold
26
– – ﹤0.01% 353
2017
Q2 		$2K Sell
26
-2
-7% -$133 ﹤0.01% 342
2017
Q1 		$2K Buy
28
+2
+8% +$115 ﹤0.01% 343
2016
Q4 		$1K Hold
26
– – ﹤0.01% 348
2016
Q3 		$1K Hold
26
– – ﹤0.01% 342
2016
Q2 		$1K Buy
+26
New +$856 ﹤0.01% 338

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Mark Sheptoff Financial Planning's WDC Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of Western Digital (WDC) in Q1 2018, closing a stake of 26 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in WDC in Q2 2016 and held it in 7 quarters. The position peaked at $2K in Q4 2017. 812 funds tracked by Wall St. Rank hold WDC as of Q1 2018.

  • Mark Sheptoff Financial Planning reported no remaining Western Digital position as of Q1 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 26 Western Digital shares in Q1 2018, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Western Digital in Q2 2016 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Western Digital position peaked at $2K in Q4 2017.
  • 812 funds tracked by Wall St. Rank held Western Digital as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.