Bridgewater Wealth & Financial Management’s iShares Biotechnology ETF IBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,606	Closed	-$373K	–	65
2017 Q2	$373K	Hold	3,606	–	–	0.12%	75
2017 Q1	$352K	Buy	3,606 +3	+0.1%	+$287	0.13%	71
2016 Q4	$319K	Sell	3,603 -1,725	-32%	-$157K	0.12%	78
2016 Q3	$514K	Hold	5,328	–	–	0.19%	60
2016 Q2	$457K	Sell	5,328 -528	-9%	-$47.4K	0.16%	62
2016 Q1	$509K	Buy	5,856 +3,120	+114%	+$279K	0.19%	63
2015 Q4	$308K	Hold	2,736	–	–	0.12%	69
2015 Q3	$276K	Buy	2,736 +912	+50%	+$109K	0.11%	70
2015 Q2	$224K	Hold	1,824	–	–	0.1%	72
2015 Q1	$209K	Buy	+1,824	New	+$201K	0.09%	77

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management sold out of iShares Biotechnology ETF (IBB) in Q3 2017, closing a stake of 3,606 shares — an estimated $373K sold.

Bridgewater Wealth & Financial Management first reported a position in IBB in Q1 2015 and held it in 10 quarters. The position peaked at $514K in Q3 2016. 584 funds tracked by Wall St. Rank hold IBB as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining iShares Biotechnology ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 3,606 iShares Biotechnology ETF shares in Q3 2017, an estimated $373K.
Bridgewater Wealth & Financial Management first reported a position in iShares Biotechnology ETF in Q1 2015 and held it in 10 quarters.
Bridgewater Wealth & Financial Management's iShares Biotechnology ETF position peaked at $514K in Q3 2016.
584 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2017.

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