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Bridgewater Wealth & Financial Management’s B&G Foods BGS Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,454
Closed -$239K – 109
2016
Q4 		$239K Buy
5,454
+46
+0.9% +$2.04K 0.09% 96
2016
Q3 		$266K Buy
5,408
+47
+0.9% +$2.26K 0.1% 87
2016
Q2 		$258K Sell
5,361
-598
-10% -$24.4K 0.09% 93
2016
Q1 		$207K Buy
+5,959
New +$210K 0.08% 107

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bridgewater Wealth & Financial Management's BGS Position: Q1 2017 in Review

Bridgewater Wealth & Financial Management sold out of B&G Foods (BGS) in Q1 2017, closing a stake of 5,454 shares — an estimated $239K sold.

Bridgewater Wealth & Financial Management first reported a position in BGS in Q1 2016 and held it in 4 quarters. The position peaked at $266K in Q3 2016. 277 funds tracked by Wall St. Rank hold BGS as of Q1 2017.

  • Bridgewater Wealth & Financial Management reported no remaining B&G Foods position as of Q1 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 5,454 B&G Foods shares in Q1 2017, an estimated $239K.
  • Bridgewater Wealth & Financial Management first reported a position in B&G Foods in Q1 2016 and held it in 4 quarters.
  • Bridgewater Wealth & Financial Management's B&G Foods position peaked at $266K in Q3 2016.
  • 277 funds tracked by Wall St. Rank held B&G Foods as of Q1 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2017, filed 15 May 2017.