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Wealthfront’s Western Digital WDC Stock Holding History

Wealthfront’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 		$285K Sell
6,447
-1,697
-21% -$86K ﹤0.01% 455
2018
Q2 		$477K Sell
8,144
-3,832
-32% -$244K ﹤0.01% 371
2018
Q1 		$835K Sell
11,976
-1,071
-8% -$72.1K 0.01% 287
2017
Q4 		$784K Sell
13,047
-527
-4% -$33.9K 0.01% 266
2017
Q3 		$886K Buy
13,574
+2,463
+22% +$163K 0.01% 221
2017
Q2 		$744K Buy
11,111
+675
+6% +$44.8K 0.01% 200
2017
Q1 		$651K Buy
10,436
+2,464
+31% +$142K 0.01% 179
2016
Q4 		$409K Buy
7,972
+994
+14% +$45.8K 0.01% 235
2016
Q3 		$308K Sell
6,978
-170
-2% -$6.41K 0.01% 267
2016
Q2 		$255K Buy
+7,148
New +$235K 0.01% 297
2015
Q4 		– Sell
-2,019
Closed -$121K – 1068
2015
Q3 		$121K Buy
2,019
+523
+35% +$31.5K ﹤0.01% 368
2015
Q2 		$89K Buy
1,496
+49
+3% +$3.51K ﹤0.01% 425
2015
Q1 		$100K Sell
1,447
-1,027
-42% -$80.3K ﹤0.01% 383
2014
Q4 		$207K Buy
2,474
+259
+12% +$19.6K 0.01% 208
2014
Q3 		$163K Buy
2,215
+912
+70% +$68.5K 0.01% 186
2014
Q2 		$95K Buy
1,303
+259
+25% +$17.4K 0.01% 235
2014
Q1 		$74K Buy
+1,044
New +$68.2K 0.01% 190

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

Wealthfront's WDC Position: Q3 2018 in Review

Wealthfront reduced its Western Digital (WDC) stake by 21% in Q3 2018, selling an estimated $86K and leaving 6,447 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Wealthfront first reported a position in WDC in Q1 2014 and has held it in 17 quarters since. The position peaked at $886K in Q3 2017. 698 funds tracked by Wall St. Rank hold WDC as of Q3 2018.

  • Wealthfront held 6,447 shares of Western Digital worth $285K as of Q3 2018.
  • Wealthfront sold 1,697 Western Digital shares in Q3 2018, an estimated $86K.
  • Western Digital made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #455 holding.
  • Wealthfront first reported a position in Western Digital in Q1 2014 and has held it in 17 quarters since.
  • Wealthfront's Western Digital position peaked at $886K in Q3 2017.
  • 698 funds tracked by Wall St. Rank held Western Digital as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.