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Royal Fund Management’s Western Digital WDC Stock Holding History

Royal Fund 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
2020
Q1 		– Sell
-12
Closed – – 758
2019
Q4 		$0 Hold
12
– – ﹤0.01% 711
2019
Q3 		$0 Buy
+12
New +$512 ﹤0.01% 678
2018
Q4 		– Sell
-607
Closed -$26K – 658
2018
Q3 		$26K Hold
607
– – 0.01% 251
2018
Q2 		$35K Hold
607
– – 0.01% 232
2018
Q1 		$42K Sell
607
-241
-28% -$16.2K 0.02% 207
2017
Q4 		$50K Buy
848
+241
+40% +$15.5K 0.02% 210
2017
Q3 		$39K Hold
607
– – 0.02% 192
2017
Q2 		$40K Buy
+607
New +$40.3K 0.02% 172

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Fund Management's WDC Position: Q1 2020 in Review

Royal Fund Management sold out of Western Digital (WDC) in Q1 2020, closing a stake of 12 shares.

Royal Fund Management first reported a position in WDC in Q2 2017 and held it in 8 quarters. The position peaked at $50K in Q4 2017. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Royal Fund Management reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Royal Fund Management sold 12 Western Digital shares in Q1 2020.
  • Royal Fund Management first reported a position in Western Digital in Q2 2017 and held it in 8 quarters.
  • Royal Fund Management's Western Digital position peaked at $50K in Q4 2017.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.