BWFM
HME

Bridgewater Wealth & Financial Management’s HOME PROPERTIES, INC HME Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,539
Closed -$863K – 92
2015
Q3 		$863K Buy
11,539
+400
+4% +$29.6K 0.36% 45
2015
Q2 		$814K Sell
11,139
-650
-6% -$47.2K 0.35% 41
2015
Q1 		$817K Sell
11,789
-3,500
-23% -$242K 0.35% 43
2014
Q4 		$1M Buy
+15,289
New +$974K 0.41% 46

Bridgewater Wealth & Financial Management's HME Position: Q4 2015 in Review

Bridgewater Wealth & Financial Management sold out of HOME PROPERTIES, INC (HME) in Q4 2015, closing a stake of 11,539 shares — an estimated $863K sold.

Bridgewater Wealth & Financial Management first reported a position in HME in Q4 2014 and held it in 4 quarters. The position peaked at $1M in Q4 2014. 0 funds tracked by Wall St. Rank hold HME as of Q4 2015.

  • Bridgewater Wealth & Financial Management reported no remaining HOME PROPERTIES, INC position as of Q4 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 11,539 HOME PROPERTIES, INC shares in Q4 2015, an estimated $863K.
  • Bridgewater Wealth & Financial Management first reported a position in HOME PROPERTIES, INC in Q4 2014 and held it in 4 quarters.
  • Bridgewater Wealth & Financial Management's HOME PROPERTIES, INC position peaked at $1M in Q4 2014.
  • 0 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2015, filed 1 Feb 2016.