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New England Investment & Retirement Group’s Western Digital WDC Stock Holding History

New England Investment & Retirement 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
2020
Q3 		– Sell
-60,022
Closed -$2M – 78
2020
Q2 		$2M Buy
+60,022
New +$1.94M 0.5% 38

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

New England Investment & Retirement Group's WDC Position: Q3 2020 in Review

New England Investment & Retirement Group sold out of Western Digital (WDC) in Q3 2020, closing a stake of 60,022 shares — an estimated $2M sold.

New England Investment & Retirement Group first reported a position in WDC in Q2 2020 and held it in 1 quarter. The position peaked at $2M in Q2 2020. 565 funds tracked by Wall St. Rank hold WDC as of Q3 2020.

  • New England Investment & Retirement Group reported no remaining Western Digital position as of Q3 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 60,022 Western Digital shares in Q3 2020, an estimated $2M.
  • New England Investment & Retirement Group first reported a position in Western Digital in Q2 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Western Digital position peaked at $2M in Q2 2020.
  • 565 funds tracked by Wall St. Rank held Western Digital as of Q3 2020.

Based on New England Investment & Retirement Group's 13F filing for Q3 2020, filed 26 Oct 2020.