MFW
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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
2017
Q4 		– Sell
-2,646
Closed -$173K – 930
2017
Q3 		$173K Buy
+2,646
New +$176K 0.07% 204
2017
Q2 		– Sell
-926
Closed -$58K – 750
2017
Q1 		$58K Buy
+926
New +$53.2K 0.03% 300

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.