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Vontobel Swiss Wealth Advisors’s Western Digital WDC Stock Holding History

Vontobel Swiss Wealth 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
2018
Q4 		– Sell
-36,532
Closed -$1.62M – 91
2018
Q3 		$1.62M Buy
36,532
+25,320
+226% +$1.28M 0.95% 35
2018
Q2 		$656K Buy
11,212
+132
+1% +$8.4K 0.37% 42
2018
Q1 		$773K Hold
11,080
– – 0.41% 44
2017
Q4 		$666K Buy
11,080
+747
+7% +$48.1K 0.39% 39
2017
Q3 		$675K Buy
+10,333
New +$686K 0.41% 41

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's WDC Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of Western Digital (WDC) in Q4 2018, closing a stake of 36,532 shares — an estimated $1.62M sold.

Vontobel Swiss Wealth Advisors first reported a position in WDC in Q3 2017 and held it in 5 quarters. The position peaked at $1.62M in Q3 2018. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • Vontobel Swiss Wealth Advisors reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 36,532 Western Digital shares in Q4 2018, an estimated $1.62M.
  • Vontobel Swiss Wealth Advisors first reported a position in Western Digital in Q3 2017 and held it in 5 quarters.
  • Vontobel Swiss Wealth Advisors's Western Digital position peaked at $1.62M in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.