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United Asset Strategies’s Western Digital WDC Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-7,680
Closed -$449K – 221
2018
Q2 		$449K Buy
7,680
+603
+9% +$38.4K 0.12% 147
2018
Q1 		$494K Buy
7,077
+266
+4% +$17.9K 0.15% 122
2017
Q4 		$409K Buy
6,811
+619
+10% +$39.9K 0.11% 140
2017
Q3 		$404K Buy
+6,192
New +$411K 0.23% 88

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

United Asset Strategies's WDC Position: Q3 2018 in Review

United Asset Strategies sold out of Western Digital (WDC) in Q3 2018, closing a stake of 7,680 shares — an estimated $449K sold.

United Asset Strategies first reported a position in WDC in Q3 2017 and held it in 4 quarters. The position peaked at $494K in Q1 2018. 697 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • United Asset Strategies reported no remaining Western Digital position as of Q3 2018 after selling out during the quarter.
  • United Asset Strategies sold 7,680 Western Digital shares in Q3 2018, an estimated $449K.
  • United Asset Strategies first reported a position in Western Digital in Q3 2017 and held it in 4 quarters.
  • United Asset Strategies's Western Digital position peaked at $494K in Q1 2018.
  • 697 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on United Asset Strategies's 13F filing for Q3 2018, filed 7 Nov 2018.