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Pathway Financial Advisors’s Western Digital WDC Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-2,007
Closed -$117K – 382
2018
Q2 		$117K Hold
2,007
– – 0.07% 139
2018
Q1 		$140K Hold
2,007
– – 0.08% 126
2017
Q4 		$121K Buy
+2,007
New +$129K 0.07% 137

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Pathway Financial Advisors's WDC Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Western Digital (WDC) in Q3 2018, closing a stake of 2,007 shares — an estimated $117K sold.

Pathway Financial Advisors first reported a position in WDC in Q4 2017 and held it in 3 quarters. The position peaked at $140K in Q1 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,007 Western Digital shares in Q3 2018, an estimated $117K.
  • Pathway Financial Advisors first reported a position in Western Digital in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Western Digital position peaked at $140K in Q1 2018.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.