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Measured Wealth Private Client Group’s Western Digital WDC Stock Holding History

Measured Wealth Private Client Group’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
-70
Closed -$3K – 704
2018
Q3 		$3K Buy
+70
New +$3.55K ﹤0.01% 747

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

Measured Wealth Private Client Group's WDC Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Western Digital (WDC) in Q4 2018, closing a stake of 70 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in WDC in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 70 Western Digital shares in Q4 2018, an estimated $3K.
  • Measured Wealth Private Client Group first reported a position in Western Digital in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Western Digital position peaked at $3K in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.