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Stonehage Fleming Financial Services’s Western Digital WDC Stock Holding History

Stonehage Fleming 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
2017
Q3 		– Sell
-11,378
Closed -$762K – 256
2017
Q2 		$762K Sell
11,378
-13,230
-54% -$879K 0.05% 108
2017
Q1 		$1.53M Sell
24,608
-5,953
-19% -$342K 0.1% 81
2016
Q4 		$1.57M Sell
30,561
-57,419
-65% -$2.65M 0.1% 95
2016
Q3 		$3.89M Buy
+87,980
New +$3.32M 0.23% 50

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonehage Fleming Financial Services's WDC Position: Q3 2017 in Review

Stonehage Fleming Financial Services sold out of Western Digital (WDC) in Q3 2017, closing a stake of 11,378 shares — an estimated $762K sold.

Stonehage Fleming Financial Services first reported a position in WDC in Q3 2016 and held it in 4 quarters. The position peaked at $3.89M in Q3 2016. 763 funds tracked by Wall St. Rank hold WDC as of Q3 2017.

  • Stonehage Fleming Financial Services reported no remaining Western Digital position as of Q3 2017 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 11,378 Western Digital shares in Q3 2017, an estimated $762K.
  • Stonehage Fleming Financial Services first reported a position in Western Digital in Q3 2016 and held it in 4 quarters.
  • Stonehage Fleming Financial Services's Western Digital position peaked at $3.89M in Q3 2016.
  • 763 funds tracked by Wall St. Rank held Western Digital as of Q3 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2017, filed 11 Oct 2019.