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WealthTrust-Arizona’s Western Digital WDC Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-795
Closed -$55K – 715
2018
Q1 		$55K Sell
795
-24
-3% -$1.62K 0.03% 148
2017
Q4 		$49K Sell
819
-239
-23% -$15.4K 0.02% 167
2017
Q3 		$69K Hold
1,058
– – 0.04% 133
2017
Q2 		$71K Buy
1,058
+83
+9% +$5.51K 0.04% 122
2017
Q1 		$61K Buy
975
+107
+12% +$6.15K 0.03% 137
2016
Q4 		$45K Sell
868
-17
-2% -$784 0.03% 165
2016
Q3 		$39K Buy
885
+147
+20% +$5.54K 0.02% 173
2016
Q2 		$26K Buy
738
+45
+6% +$1.48K 0.02% 205
2016
Q1 		$25K Buy
693
+16
+2% +$572 0.02% 205
2015
Q4 		$31K Buy
677
+38
+6% +$1.94K 0.02% 197
2015
Q3 		$38K Sell
639
-237
-27% -$14.3K 0.02% 181
2015
Q2 		$52K Buy
876
+1
+0.1% +$72 0.03% 153
2015
Q1 		$60K Hold
875
– – 0.04% 143
2014
Q4 		$73K Sell
875
-104
-11% -$7.85K 0.06% 125
2014
Q3 		$72K Hold
979
– – 0.08% 122
2014
Q2 		$68K Sell
979
-109
-10% -$7.31K 0.07% 135
2014
Q1 		$75K Sell
1,088
-91
-8% -$5.94K 0.08% 123
2013
Q4 		$75K Sell
1,179
-122
-9% -$6.82K 0.09% 115
2013
Q3 		$62K Sell
1,301
-116
-8% -$5.73K 0.08% 120
2013
Q2 		$66K Buy
+1,417
New +$62.1K 0.09% 115

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

WealthTrust-Arizona's WDC Position: Q2 2018 in Review

WealthTrust-Arizona sold out of Western Digital (WDC) in Q2 2018, closing a stake of 795 shares — an estimated $55K sold.

WealthTrust-Arizona first reported a position in WDC in Q2 2013 and held it in 20 quarters. The position peaked at $75K in Q1 2014. 792 funds tracked by Wall St. Rank hold WDC as of Q2 2018.

  • WealthTrust-Arizona reported no remaining Western Digital position as of Q2 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 795 Western Digital shares in Q2 2018, an estimated $55K.
  • WealthTrust-Arizona first reported a position in Western Digital in Q2 2013 and held it in 20 quarters.
  • WealthTrust-Arizona's Western Digital position peaked at $75K in Q1 2014.
  • 792 funds tracked by Wall St. Rank held Western Digital as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.