Proficio Capital Partners’s Western Digital WDC Stock Holding History

Proficio Capital Partners’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	-619	Closed	-$22K	–	1532
2019 Q2	$22K	Sell	619 -21	-3%	-$720	0.01%	654
2019 Q1	$23K	Buy	640 +141	+28%	+$4.83K	0.01%	601
2018 Q4	$14K	Buy	499 +291	+140%	+$10.3K	0.01%	654
2018 Q3	$9K	Buy	208 +73	+54%	+$3.7K	﹤0.01%	841
2018 Q2	$8K	Sell	135 -4	-3%	-$255	﹤0.01%	894
2018 Q1	$10K	Sell	139 -75	-35%	-$5.05K	﹤0.01%	831
2017 Q4	$13K	Buy	214 +111	+108%	+$7.15K	﹤0.01%	736
2017 Q3	$7K	Sell	103 -12	-10%	-$796	﹤0.01%	898
2017 Q2	$7K	Buy	115 +14	+14%	+$930	﹤0.01%	901
2017 Q1	$7K	Buy	101 +47	+87%	+$2.7K	﹤0.01%	921
2016 Q4	$3K	Hold	54	–	–	﹤0.01%	858
2016 Q3	$2K	Hold	54	–	–	﹤0.01%	888
2016 Q2	$2K	Sell	54 -6	-10%	-$198	﹤0.01%	844
2016 Q1	$2K	Buy	60 +22	+58%	+$787	﹤0.01%	794
2015 Q4	$2K	Buy	+38	New	+$1.94K	﹤0.01%	698

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

Proficio Capital Partners's WDC Position: Q3 2019 in Review

Proficio Capital Partners sold out of Western Digital (WDC) in Q3 2019, closing a stake of 619 shares — an estimated $22K sold.

Proficio Capital Partners first reported a position in WDC in Q4 2015 and held it in 15 quarters. The position peaked at $23K in Q1 2019. 659 funds tracked by Wall St. Rank hold WDC as of Q3 2019.

Proficio Capital Partners reported no remaining Western Digital position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 619 Western Digital shares in Q3 2019, an estimated $22K.
Proficio Capital Partners first reported a position in Western Digital in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Western Digital position peaked at $23K in Q1 2019.
659 funds tracked by Wall St. Rank held Western Digital as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.