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Bridgewater Wealth & Financial Management’s Abbott ABT Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$7.59M Sell
133,090
-2,957
-2% -$164K 3.03% 13
2017
Q3 		$7.26M Sell
136,047
-1,677
-1% -$84.1K 2.97% 15
2017
Q2 		$6.7M Buy
137,724
+15,807
+13% +$716K 2.23% 17
2017
Q1 		$5.41M Buy
121,917
+1,064
+0.9% +$46K 1.98% 19
2016
Q4 		$4.64M Sell
120,853
-6,987
-5% -$277K 1.76% 21
2016
Q3 		$5.41M Sell
127,840
-1,048
-0.8% -$44.9K 1.99% 22
2016
Q2 		$5.07M Sell
128,888
-637
-0.5% -$25.4K 1.83% 23
2016
Q1 		$5.42M Buy
129,525
+2,265
+2% +$89.7K 1.97% 22
2015
Q4 		$5.71M Buy
127,260
+8,190
+7% +$362K 2.22% 20
2015
Q3 		$4.79M Buy
119,070
+3,793
+3% +$179K 1.98% 25
2015
Q2 		$5.66M Buy
115,277
+1,922
+2% +$92.3K 2.4% 18
2015
Q1 		$5.25M Buy
113,355
+1,184
+1% +$54.4K 2.24% 19
2014
Q4 		$5.05M Buy
+112,171
New +$4.89M 2.05% 23

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management reduced its Abbott (ABT) stake by 2.2% in Q4 2017, selling an estimated $164K and leaving 133,090 shares worth $7.59M. The position accounts for 3.03% of the portfolio, ranked #13.

Bridgewater Wealth & Financial Management first reported a position in ABT in Q4 2014 and has held it in 13 quarters since. 1,752 funds tracked by Wall St. Rank hold ABT as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 133,090 shares of Abbott worth $7.59M as of Q4 2017.
  • Bridgewater Wealth & Financial Management sold 2,957 Abbott shares in Q4 2017, an estimated $164K.
  • Abbott made up 3.03% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #13 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Abbott in Q4 2014 and has held it in 13 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Abbott as of Q4 2017.

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