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WESPAC Advisors SoCal’s Western Digital WDC Stock Holding History

WESPAC Advisors SoCal’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
-65
Closed -$2K – 372
2018
Q3 		$2K Buy
+65
New +$3.29K ﹤0.01% 284
2016
Q4 		– Sell
-65
Closed -$2.87K – 291
2016
Q3 		$2.87K Buy
+65
New +$2.45K ﹤0.01% 239

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

WESPAC Advisors SoCal's WDC Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of Western Digital (WDC) in Q4 2018, closing a stake of 65 shares — an estimated $2K sold.

WESPAC Advisors SoCal first reported a position in WDC in Q3 2016 and held it in 2 quarters. The position peaked at $2.87K in Q3 2016. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

  • WESPAC Advisors SoCal reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 65 Western Digital shares in Q4 2018, an estimated $2K.
  • WESPAC Advisors SoCal first reported a position in Western Digital in Q3 2016 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Western Digital position peaked at $2.87K in Q3 2016.
  • 634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.