MinichMacGregor Wealth Management’s Western Digital WDC Stock Holding History

MinichMacGregor 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	-4	Closed	–	–	524
2018 Q3	$0	Hold	4	–	–	﹤0.01%	594
2018 Q2	$0	Hold	4	–	–	﹤0.01%	599
2018 Q1	$0	Hold	4	–	–	﹤0.01%	563
2017 Q4	$0	Sell	4 -190	-98%	-$12.2K	﹤0.01%	537
2017 Q3	$12K	Buy	194 +190	+4,750%	+$12.6K	0.01%	257
2017 Q2	$0	Hold	4	–	–	﹤0.01%	527
2017 Q1	$0	Hold	4	–	–	﹤0.01%	513
2016 Q4	$0	Hold	4	–	–	﹤0.01%	510
2016 Q3	$0	Hold	4	–	–	﹤0.01%	490
2016 Q2	$0	Sell	4 -42	-91%	-$1.38K	﹤0.01%	472
2016 Q1	$1K	Hold	46	–	–	﹤0.01%	412
2015 Q4	$3K	Buy	+46	New	+$2.35K	﹤0.01%	320

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MinichMacGregor Wealth Management's WDC Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Western Digital (WDC) in Q4 2018, closing a stake of 4 shares.

MinichMacGregor Wealth Management first reported a position in WDC in Q4 2015 and held it in 12 quarters. The position peaked at $12K in Q3 2017. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 4 Western Digital shares in Q4 2018.
MinichMacGregor Wealth Management first reported a position in Western Digital in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Western Digital position peaked at $12K in Q3 2017.
634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.