Next Capital Management’s Western Digital WDC Stock Holding History

Next Capital 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
2019 Q3	–	Sell	-404	Closed	-$15K	–	803
2019 Q2	$15K	Buy	+404	New	+$13.8K	0.01%	368

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Next Capital Management's WDC Position: Q3 2019 in Review

Next Capital Management sold out of Western Digital (WDC) in Q3 2019, closing a stake of 404 shares — an estimated $15K sold.

Next Capital Management first reported a position in WDC in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 659 funds tracked by Wall St. Rank hold WDC as of Q3 2019.

Next Capital Management reported no remaining Western Digital position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 404 Western Digital shares in Q3 2019, an estimated $15K.
Next Capital Management first reported a position in Western Digital in Q2 2019 and held it in 1 quarter.
Next Capital Management's Western Digital position peaked at $15K in Q2 2019.
659 funds tracked by Wall St. Rank held Western Digital as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.