SevenBridge Financial Group’s Western Digital WDC Stock Holding History

SevenBridge Financial 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	-331	Closed	-$15K	–	610
2018 Q3	$15K	Sell	331 -1,421	-81%	-$72K	0.01%	373
2018 Q2	$102K	Hold	1,752	–	–	0.06%	182
2018 Q1	$122K	Sell	1,752 -111	-6%	-$7.47K	0.07%	169
2017 Q4	$112K	Sell	1,863 -218	-10%	-$14K	0.06%	179
2017 Q3	$136K	Sell	2,081 -445	-18%	-$29.5K	0.08%	162
2017 Q2	$170K	Buy	2,526 +2,263	+860%	+$150K	0.1%	141
2017 Q1	$17K	Hold	263	–	–	0.01%	392
2016 Q4	$11K	Hold	263	–	–	0.01%	438
2016 Q3	$11K	Hold	263	–	–	0.01%	433
2016 Q2	$9K	Buy	+263	New	+$8.66K	0.01%	528

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AIG

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SevenBridge Financial Group's WDC Position: Q4 2018 in Review

SevenBridge Financial Group sold out of Western Digital (WDC) in Q4 2018, closing a stake of 331 shares — an estimated $15K sold.

SevenBridge Financial Group first reported a position in WDC in Q2 2016 and held it in 10 quarters. The position peaked at $170K in Q2 2017. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

SevenBridge Financial Group reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
SevenBridge Financial Group sold 331 Western Digital shares in Q4 2018, an estimated $15K.
SevenBridge Financial Group first reported a position in Western Digital in Q2 2016 and held it in 10 quarters.
SevenBridge Financial Group's Western Digital position peaked at $170K in Q2 2017.
634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on SevenBridge Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.