Polaris Wealth Advisory Group’s Western Digital WDC Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-9,412	Closed	-$416K	–	464
2018 Q3	$416K	Buy	+9,412	New	+$477K	0.03%	111
2018 Q2	–	Sell	-1,389	Closed	-$97K	–	432
2018 Q1	$97K	Buy	+1,389	New	+$93.5K	0.01%	168
2015 Q1	–	Sell	-41,288	Closed	-$3.46M	–	94
2014 Q4	$3.46M	Buy	41,288 +3,754	+10%	+$283K	0.71%	36
2014 Q3	$2.76M	Buy	37,534 +5,385	+17%	+$405K	0.62%	36
2014 Q2	$2.24M	Buy	32,149 +2,262	+8%	+$152K	0.5%	43
2014 Q1	$2.07M	Buy	+29,887	New	+$1.95M	0.49%	41
2013 Q3	–	Sell	-16,829	Closed	-$790K	–	166
2013 Q2	$790K	Buy	+16,829	New	+$737K	0.32%	31

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Polaris Wealth Advisory Group's WDC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Western Digital (WDC) in Q4 2018, closing a stake of 9,412 shares — an estimated $416K sold.

Polaris Wealth Advisory Group first reported a position in WDC in Q2 2013 and held it in 7 quarters. The position peaked at $3.46M in Q4 2014. 635 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 9,412 Western Digital shares in Q4 2018, an estimated $416K.
Polaris Wealth Advisory Group first reported a position in Western Digital in Q2 2013 and held it in 7 quarters.
Polaris Wealth Advisory Group's Western Digital position peaked at $3.46M in Q4 2014.
635 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.