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Bridgewater Wealth & Financial Management’s Apple AAPL Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$13.6M Sell
321,348
-5,028
-2% -$210K 5.42% 3
2017
Q3 		$12.6M Sell
326,376
-4,648
-1% -$180K 5.15% 3
2017
Q2 		$11.9M Buy
331,024
+17,200
+5% +$636K 3.97% 3
2017
Q1 		$11.3M Sell
313,824
-2,220
-0.7% -$73.1K 4.13% 3
2016
Q4 		$9.15M Sell
316,044
-9,652
-3% -$274K 3.46% 4
2016
Q3 		$9.21M Sell
325,696
-14,780
-4% -$391K 3.39% 6
2016
Q2 		$8.14M Sell
340,476
-5,676
-2% -$141K 2.93% 11
2016
Q1 		$9.43M Buy
346,152
+43,192
+14% +$1.08M 3.43% 5
2015
Q4 		$7.97M Buy
302,960
+10,252
+4% +$293K 3.09% 8
2015
Q3 		$8.07M Buy
292,708
+7,784
+3% +$228K 3.34% 10
2015
Q2 		$8.93M Buy
284,924
+3,456
+1% +$111K 3.79% 7
2015
Q1 		$8.76M Sell
281,468
-2,048
-0.7% -$61.8K 3.74% 8
2014
Q4 		$7.82M Buy
+283,516
New +$7.71M 3.18% 8

Other funds holding AAPL

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridgewater Wealth & Financial Management's AAPL Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management reduced its Apple (AAPL) stake by 1.5% in Q4 2017, selling an estimated $210K and leaving 321,348 shares worth $13.6M. The position accounts for 5.42% of the portfolio, ranked #3.

Bridgewater Wealth & Financial Management first reported a position in AAPL in Q4 2014 and has held it in 13 quarters since. 2,806 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 321,348 shares of Apple worth $13.6M as of Q4 2017.
  • Bridgewater Wealth & Financial Management sold 5,028 Apple shares in Q4 2017, an estimated $210K.
  • Apple made up 5.42% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #3 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Apple in Q4 2014 and has held it in 13 quarters since.
  • 2,806 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.