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Simplicity Solutions’s Western Digital WDC Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-6,517
Closed -$237K – 884
2019
Q1 		$237K Sell
6,517
-2,051
-24% -$70.2K 0.01% 626
2018
Q4 		$240K Buy
+8,568
New +$304K 0.03% 517
2017
Q3 		– Sell
-4,660
Closed -$312K – 389
2017
Q2 		$312K Sell
4,660
-66
-1% -$4.38K 0.04% 310
2017
Q1 		$295K Sell
4,726
-3,291
-41% -$189K 0.05% 299
2016
Q4 		$412K Buy
+8,017
New +$370K 0.1% 214
2016
Q1 		– Sell
-14,364
Closed -$652K – 532
2015
Q4 		$652K Buy
+14,364
New +$733K 0.08% 371

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Simplicity Solutions's WDC Position: Q2 2019 in Review

Simplicity Solutions sold out of Western Digital (WDC) in Q2 2019, closing a stake of 6,517 shares — an estimated $237K sold.

Simplicity Solutions first reported a position in WDC in Q4 2015 and held it in 6 quarters. The position peaked at $652K in Q4 2015. 641 funds tracked by Wall St. Rank hold WDC as of Q2 2019.

  • Simplicity Solutions reported no remaining Western Digital position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 6,517 Western Digital shares in Q2 2019, an estimated $237K.
  • Simplicity Solutions first reported a position in Western Digital in Q4 2015 and held it in 6 quarters.
  • Simplicity Solutions's Western Digital position peaked at $652K in Q4 2015.
  • 641 funds tracked by Wall St. Rank held Western Digital as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.