Bridgewater Wealth & Financial Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,934	Closed	-$390K	–	71
2017 Q2	$390K	Sell	5,934 -128	-2%	-$8.26K	0.13%	74
2017 Q1	$382K	Sell	6,062 -116	-2%	-$7.25K	0.14%	66
2016 Q4	$372K	Sell	6,178 -42	-0.7%	-$2.46K	0.14%	69
2016 Q3	$356K	Buy	6,220 +18	+0.3%	+$1.02K	0.13%	70
2016 Q2	$341K	Buy	6,202 +18	+0.3%	+$977	0.12%	75
2016 Q1	$331K	Buy	+6,184	New	+$307K	0.12%	80

Other funds holding IYJ

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

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

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

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

Bridgewater Wealth & Financial Management sold out of iShares US Industrials ETF (IYJ) in Q3 2017, closing a stake of 5,934 shares — an estimated $390K sold.

Bridgewater Wealth & Financial Management first reported a position in IYJ in Q1 2016 and held it in 6 quarters. The position peaked at $390K in Q2 2017. 128 funds tracked by Wall St. Rank hold IYJ as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining iShares US Industrials ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 5,934 iShares US Industrials ETF shares in Q3 2017, an estimated $390K.
Bridgewater Wealth & Financial Management first reported a position in iShares US Industrials ETF in Q1 2016 and held it in 6 quarters.
Bridgewater Wealth & Financial Management's iShares US Industrials ETF position peaked at $390K in Q2 2017.
128 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2017.

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