MFW
WDC icon

Mosaic Family Wealth’s Western Digital WDC Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-482
Closed -$17K – 597
2019
Q1 		$17K Buy
482
+77
+19% +$2.64K 0.01% 452
2018
Q4 		$11K Buy
405
+117
+41% +$4.15K ﹤0.01% 480
2018
Q3 		$10K Hold
288
– – ﹤0.01% 502
2018
Q2 		$17K Sell
288
-63
-18% -$4.01K 0.01% 481
2018
Q1 		$24K Sell
351
-264
-43% -$17.8K 0.01% 411
2017
Q4 		$37K Sell
615
-1,639
-73% -$106K 0.01% 366
2017
Q3 		$147K Sell
2,254
-19
-0.8% -$1.26K 0.06% 225
2017
Q2 		$152K Hold
2,273
– – 0.06% 214
2017
Q1 		$142K Sell
2,273
-90
-4% -$5.17K 0.06% 219
2016
Q4 		$121K Buy
2,363
+17
+0.7% +$784 0.06% 236
2016
Q3 		$104K Sell
2,346
-180
-7% -$6.78K 0.05% 258
2016
Q2 		$91K Buy
2,526
+748
+42% +$24.6K 0.04% 264
2016
Q1 		$63K Buy
1,778
+147
+9% +$5.26K 0.03% 301
2015
Q4 		$74K Buy
+1,631
New +$83.3K 0.03% 263

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Family Wealth's WDC Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Western Digital (WDC) in Q2 2019, closing a stake of 482 shares — an estimated $17K sold.

Mosaic Family Wealth first reported a position in WDC in Q4 2015 and held it in 14 quarters. The position peaked at $152K in Q2 2017. 641 funds tracked by Wall St. Rank hold WDC as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Western Digital position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 482 Western Digital shares in Q2 2019, an estimated $17K.
  • Mosaic Family Wealth first reported a position in Western Digital in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Western Digital position peaked at $152K in Q2 2017.
  • 641 funds tracked by Wall St. Rank held Western Digital as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.