Newfound Research’s Western Digital WDC Stock Holding History

Newfound Research’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 Q4	–	Sell	-34	Closed	-$2K	–	227
2019 Q3	$2K	Buy	34 +8	+31%	+$341	﹤0.01%	106
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	148
2019 Q1	$1K	Sell	26 -4	-13%	-$137	﹤0.01%	143
2018 Q4	$1K	Sell	30 -2	-6%	-$71	﹤0.01%	125
2018 Q3	$1K	Sell	32 -1	-3%	-$51	﹤0.01%	169
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	105
2018 Q1	$2K	Buy	33 +9	+38%	+$606	﹤0.01%	103
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	168
2017 Q3	$2K	Sell	24 -1	-4%	-$66	﹤0.01%	111
2017 Q2	$2K	Sell	25 -3	-11%	-$199	﹤0.01%	113
2017 Q1	$2K	Buy	28 +2	+8%	+$115	﹤0.01%	113
2016 Q4	$1K	Hold	26	–	–	﹤0.01%	127
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	137
2016 Q2	$1K	Buy	+26	New	+$856	﹤0.01%	131

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Newfound Research's WDC Position: Q4 2019 in Review

Newfound Research sold out of Western Digital (WDC) in Q4 2019, closing a stake of 34 shares — an estimated $2K sold.

Newfound Research first reported a position in WDC in Q2 2016 and held it in 14 quarters. The position peaked at $2K in Q3 2019. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

Newfound Research reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
Newfound Research sold 34 Western Digital shares in Q4 2019, an estimated $2K.
Newfound Research first reported a position in Western Digital in Q2 2016 and held it in 14 quarters.
Newfound Research's Western Digital position peaked at $2K in Q3 2019.
693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Newfound Research's 13F filing for Q4 2019, filed 10 Feb 2020.