Bridgewater Wealth & Financial Management’s Healthcare Realty HR Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-37,158	Closed	-$1.16M	–	64
2017 Q2	$1.16M	Sell	37,158 -300	-0.8%	-$9.46K	0.39%	44
2017 Q1	$1.18M	Hold	37,458	–	–	0.43%	43
2016 Q4	$1.09M	Sell	37,458 -500	-1%	-$14.7K	0.41%	44
2016 Q3	$1.24M	Sell	37,958 -125	-0.3%	-$4.14K	0.46%	40
2016 Q2	$1.23M	Sell	38,083 -625	-2%	-$18.8K	0.44%	44
2016 Q1	$1.14M	Hold	38,708	–	–	0.41%	44
2015 Q4	$1.04M	Hold	38,708	–	–	0.4%	43
2015 Q3	$949K	Buy	38,708 +750	+2%	+$18.5K	0.39%	44
2015 Q2	$909K	Hold	37,958	–	–	0.39%	40
2015 Q1	$1.06M	Hold	37,958	–	–	0.45%	39
2014 Q4	$1.02M	Buy	+37,958	New	+$961K	0.42%	45

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management sold out of Healthcare Realty (HR) in Q3 2017, closing a stake of 37,158 shares — an estimated $1.16M sold.

Bridgewater Wealth & Financial Management first reported a position in HR in Q4 2014 and held it in 11 quarters. The position peaked at $1.24M in Q3 2016. 276 funds tracked by Wall St. Rank hold HR as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Healthcare Realty position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 37,158 Healthcare Realty shares in Q3 2017, an estimated $1.16M.
Bridgewater Wealth & Financial Management first reported a position in Healthcare Realty in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's Healthcare Realty position peaked at $1.24M in Q3 2016.
276 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2017.

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