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Squar Milner Financial Services’s Western Digital WDC Stock Holding History

Squar Milner Financial Services’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
-2,548
Closed -$113K – 777
2018
Q3 		$113K Sell
2,548
-267
-9% -$13.5K 0.1% 228
2018
Q2 		$165K Buy
+2,815
New +$179K 0.15% 185

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's WDC Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Western Digital (WDC) in Q4 2018, closing a stake of 2,548 shares — an estimated $113K sold.

Squar Milner Financial Services first reported a position in WDC in Q2 2018 and held it in 2 quarters. The position peaked at $165K in Q2 2018. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,548 Western Digital shares in Q4 2018, an estimated $113K.
  • Squar Milner Financial Services first reported a position in Western Digital in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Western Digital position peaked at $165K in Q2 2018.
  • 634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.