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Bridgewater Wealth & Financial Management’s Brookfield BN Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-18,677
Closed -$261K – 38
2017
Q2 		$261K Buy
+18,677
New +$251K 0.09% 100

Other funds holding BN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management sold out of Brookfield (BN) in Q3 2017, closing a stake of 18,677 shares — an estimated $261K sold.

Bridgewater Wealth & Financial Management first reported a position in BN in Q2 2017 and held it in 1 quarter. The position peaked at $261K in Q2 2017. 384 funds tracked by Wall St. Rank hold BN as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Brookfield position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 18,677 Brookfield shares in Q3 2017, an estimated $261K.
  • Bridgewater Wealth & Financial Management first reported a position in Brookfield in Q2 2017 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Brookfield position peaked at $261K in Q2 2017.
  • 384 funds tracked by Wall St. Rank held Brookfield as of Q3 2017.

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