Bridgewater Wealth & Financial Management’s AbbVie ABBV Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,976	Closed	-$433K	–	31
2017 Q2	$433K	Buy	5,976 +475	+9%	+$31.9K	0.14%	67
2017 Q1	$358K	Sell	5,501 -580	-10%	-$36.5K	0.13%	69
2016 Q4	$381K	Buy	6,081 +41	+0.7%	+$2.5K	0.14%	68
2016 Q3	$381K	Buy	6,040 +11	+0.2%	+$712	0.14%	67
2016 Q2	$373K	Sell	6,029 -89	-1%	-$5.42K	0.13%	70
2016 Q1	$349K	Buy	6,118 +2,201	+56%	+$123K	0.13%	73
2015 Q4	$232K	Hold	3,917	–	–	0.09%	80
2015 Q3	$213K	Buy	3,917 +87	+2%	+$5.66K	0.09%	83
2015 Q2	$257K	Buy	3,830 +30	+0.8%	+$1.96K	0.11%	67
2015 Q1	$222K	Sell	3,800 -822	-18%	-$49.7K	0.09%	72
2014 Q4	$302K	Buy	+4,622	New	+$291K	0.12%	79

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bridgewater Wealth & Financial Management's ABBV Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of AbbVie (ABBV) in Q3 2017, closing a stake of 5,976 shares — an estimated $433K sold.

Bridgewater Wealth & Financial Management first reported a position in ABBV in Q4 2014 and held it in 11 quarters. The position peaked at $433K in Q2 2017. 1,797 funds tracked by Wall St. Rank hold ABBV as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining AbbVie position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 5,976 AbbVie shares in Q3 2017, an estimated $433K.
Bridgewater Wealth & Financial Management first reported a position in AbbVie in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's AbbVie position peaked at $433K in Q2 2017.
1,797 funds tracked by Wall St. Rank held AbbVie as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.