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Bridgewater Wealth & Financial Management’s Boeing BA Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$12.6M Sell
42,833
-2,033
-5% -$550K 5.04% 4
2017
Q3 		$11.4M Buy
44,866
+7,411
+20% +$1.73M 4.67% 4
2017
Q2 		$7.41M Buy
37,455
+9,931
+36% +$1.85M 2.47% 11
2017
Q1 		$4.87M Buy
+27,524
New +$4.69M 1.78% 24

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management reduced its Boeing (BA) stake by 4.5% in Q4 2017, selling an estimated $550K and leaving 42,833 shares worth $12.6M. The position accounts for 5.04% of the portfolio, ranked #4.

Bridgewater Wealth & Financial Management first reported a position in BA in Q1 2017 and has held it in 4 quarters since. 1,849 funds tracked by Wall St. Rank hold BA as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 42,833 shares of Boeing worth $12.6M as of Q4 2017.
  • Bridgewater Wealth & Financial Management sold 2,033 Boeing shares in Q4 2017, an estimated $550K.
  • Boeing made up 5.04% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #4 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Boeing in Q1 2017 and has held it in 4 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Boeing as of Q4 2017.

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