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Telemus Capital’s Western Digital WDC Stock Holding History

Telemus Capital’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
-8,766
Closed -$245K – 451
2018
Q4 		$245K Sell
8,766
-1,045
-11% -$37K 0.02% 359
2018
Q3 		$434K Sell
9,811
-10,132
-51% -$513K 0.03% 305
2018
Q2 		$1.17M Buy
19,943
+494
+3% +$31.4K 0.09% 180
2018
Q1 		$1.36M Buy
19,449
+1,549
+9% +$104K 0.11% 168
2017
Q4 		$1.08M Sell
17,900
-525
-3% -$33.8K 0.08% 196
2017
Q3 		$1.2M Sell
18,425
-6,830
-27% -$453K 0.14% 120
2017
Q2 		$1.69M Buy
25,255
+629
+3% +$41.8K 0.17% 102
2017
Q1 		$1.54M Buy
24,626
+7,681
+45% +$441K 0.16% 102
2016
Q4 		$870K Sell
16,945
-287
-2% -$13.2K 0.12% 135
2016
Q3 		$762K Sell
17,232
-18,312
-52% -$690K 0.09% 170
2016
Q2 		$1.27M Buy
35,544
+5,852
+20% +$193K 0.16% 123
2016
Q1 		$1.06M Buy
29,692
+15,830
+114% +$566K 0.18% 119
2015
Q4 		$629K Buy
13,862
+5,708
+70% +$291K 0.17% 87
2015
Q3 		$490K Buy
8,154
+2,742
+51% +$165K 0.13% 87
2015
Q2 		$321K Buy
5,412
+1,435
+36% +$103K 0.08% 101
2015
Q1 		$274K Buy
3,977
+939
+31% +$73.4K 0.07% 109
2014
Q4 		$254K Buy
+3,038
New +$229K 0.06% 118

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

Telemus Capital's WDC Position: Q1 2019 in Review

Telemus Capital sold out of Western Digital (WDC) in Q1 2019, closing a stake of 8,766 shares — an estimated $245K sold.

Telemus Capital first reported a position in WDC in Q4 2014 and held it in 17 quarters. The position peaked at $1.69M in Q2 2017. 688 funds tracked by Wall St. Rank hold WDC as of Q1 2019.

  • Telemus Capital reported no remaining Western Digital position as of Q1 2019 after selling out during the quarter.
  • Telemus Capital sold 8,766 Western Digital shares in Q1 2019, an estimated $245K.
  • Telemus Capital first reported a position in Western Digital in Q4 2014 and held it in 17 quarters.
  • Telemus Capital's Western Digital position peaked at $1.69M in Q2 2017.
  • 688 funds tracked by Wall St. Rank held Western Digital as of Q1 2019.

Based on Telemus Capital's 13F filing for Q1 2019, filed 2 May 2019.