SGA
WDC icon

Strategic Global Advisors’s Western Digital WDC Stock Holding History

Strategic Global Advisors’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
Q1 		– Sell
-7,816
Closed -$218K – 193
2018
Q4 		$218K Hold
7,816
– – 0.08% 161
2018
Q3 		$346K Sell
7,816
-4,165
-35% -$211K 0.11% 147
2018
Q2 		$836K Hold
11,981
– – 0.21% 92
2018
Q1 		$836K Hold
11,981
– – 0.29% 81
2017
Q4 		$720K Sell
11,981
-556
-4% -$35.8K 0.23% 91
2017
Q3 		$819K Sell
12,537
-5,525
-31% -$367K 0.31% 84
2017
Q2 		$1.21M Sell
18,062
-2,765
-13% -$184K 0.45% 62
2017
Q1 		$1.3M Sell
20,827
-1,422
-6% -$81.7K 0.47% 60
2016
Q4 		$1.14M Sell
22,249
-9,081
-29% -$419K 0.42% 72
2016
Q3 		$1.12M Hold
31,330
– – 0.42% 72
2016
Q2 		$1.12M Hold
31,330
– – 0.42% 71
2016
Q1 		$1.12M Sell
31,330
-8,209
-21% -$294K 0.48% 68
2015
Q4 		$1.79M Buy
39,539
+626
+2% +$32K 0.76% 41
2015
Q3 		$2.34M Buy
38,913
+21,014
+117% +$1.26M 1.12% 29
2015
Q2 		$1.06M Buy
17,899
+2,752
+18% +$197K 0.62% 37
2015
Q1 		$1.04M Buy
15,147
+2,097
+16% +$164K 0.77% 31
2014
Q4 		$1.09M Buy
+13,050
New +$985K 0.97% 27

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Global Advisors's WDC Position: Q1 2019 in Review

Strategic Global Advisors sold out of Western Digital (WDC) in Q1 2019, closing a stake of 7,816 shares — an estimated $218K sold.

Strategic Global Advisors first reported a position in WDC in Q4 2014 and held it in 17 quarters. The position peaked at $2.34M in Q3 2015. 688 funds tracked by Wall St. Rank hold WDC as of Q1 2019.

  • Strategic Global Advisors reported no remaining Western Digital position as of Q1 2019 after selling out during the quarter.
  • Strategic Global Advisors sold 7,816 Western Digital shares in Q1 2019, an estimated $218K.
  • Strategic Global Advisors first reported a position in Western Digital in Q4 2014 and held it in 17 quarters.
  • Strategic Global Advisors's Western Digital position peaked at $2.34M in Q3 2015.
  • 688 funds tracked by Wall St. Rank held Western Digital as of Q1 2019.

Based on Strategic Global Advisors's 13F filing for Q1 2019, filed 13 May 2019.