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Sterling Investment Advisors (Pennsylvania)’s Western Digital WDC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-62
Closed -$2K – 448
2019
Q1 		$2K Hold
62
– – ﹤0.01% 395
2018
Q4 		$1K Hold
62
– – ﹤0.01% 399
2018
Q3 		$3K Hold
62
– – ﹤0.01% 398
2018
Q2 		$3K Hold
62
– – ﹤0.01% 368
2018
Q1 		$4K Hold
62
– – ﹤0.01% 342
2017
Q4 		$4K Hold
62
– – ﹤0.01% 321
2017
Q3 		$4K Hold
62
– – ﹤0.01% 318
2017
Q2 		$4K Hold
62
– – ﹤0.01% 340
2017
Q1 		$4K Hold
62
– – ﹤0.01% 309
2016
Q4 		$3K Buy
+62
New +$2.86K ﹤0.01% 285

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

Sterling Investment Advisors (Pennsylvania)'s WDC Position: Q2 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Western Digital (WDC) in Q2 2019, closing a stake of 62 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WDC in Q4 2016 and held it in 10 quarters. The position peaked at $4K in Q1 2018. 641 funds tracked by Wall St. Rank hold WDC as of Q2 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Western Digital position as of Q2 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 62 Western Digital shares in Q2 2019, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Western Digital in Q4 2016 and held it in 10 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Western Digital position peaked at $4K in Q1 2018.
  • 641 funds tracked by Wall St. Rank held Western Digital as of Q2 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2019, filed 6 Aug 2019.