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Willingdon Wealth Management’s Western Digital WDC Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-7
Closed – – 546
2019
Q3 		$0 Buy
+7
New +$299 ﹤0.01% 546
2018
Q2 		– Sell
-265
Closed -$18K – 358
2018
Q1 		$18K Buy
+265
New +$17.8K 0.01% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Willingdon Wealth Management's WDC Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Western Digital (WDC) in Q4 2019, closing a stake of 7 shares.

Willingdon Wealth Management first reported a position in WDC in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 7 Western Digital shares in Q4 2019.
  • Willingdon Wealth Management first reported a position in Western Digital in Q1 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Western Digital position peaked at $18K in Q1 2018.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.