Wealthcare Capital Management’s Western Digital WDC Stock Holding History

Wealthcare Capital Management’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
2020 Q1	–	Sell	-37	Closed	-$2K	–	650
2019 Q4	$2K	Buy	+37	New	+$1.54K	﹤0.01%	585
2015 Q3	–	Sell	-46	Closed	-$3K	–	386
2015 Q2	$3K	Sell	46 -499	-92%	-$35.7K	﹤0.01%	309
2015 Q1	$37K	Buy	+545	New	+$42.6K	﹤0.01%	309

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wealthcare Capital Management's WDC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Western Digital (WDC) in Q1 2020, closing a stake of 37 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in WDC in Q1 2015 and held it in 3 quarters. The position peaked at $37K in Q1 2015. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

Wealthcare Capital Management reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 37 Western Digital shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in Western Digital in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Western Digital position peaked at $37K in Q1 2015.
628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.