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Bridgewater Wealth & Financial Management’s Microvision MVIS Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio MVIS Stock Details MVIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-17,000
Closed -$36K – 84
2017
Q2 		$36K Hold
17,000
– – 0.01% 117
2017
Q1 		$42K Hold
17,000
– – 0.02% 107
2016
Q4 		$21K Hold
17,000
– – 0.01% 109
2016
Q3 		$23K Hold
17,000
– – 0.01% 113
2016
Q2 		$29K Hold
17,000
– – 0.01% 114
2016
Q1 		$32K Buy
+17,000
New +$43.3K 0.01% 115

Other funds holding MVIS

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BBCM
Boardman Bay Capital Management New York $60.1M AUM 9.16% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management sold out of Microvision (MVIS) in Q3 2017, closing a stake of 17,000 shares — an estimated $36K sold.

Bridgewater Wealth & Financial Management first reported a position in MVIS in Q1 2016 and held it in 6 quarters. The position peaked at $42K in Q1 2017. 72 funds tracked by Wall St. Rank hold MVIS as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Microvision position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 17,000 Microvision shares in Q3 2017, an estimated $36K.
  • Bridgewater Wealth & Financial Management first reported a position in Microvision in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's Microvision position peaked at $42K in Q1 2017.
  • 72 funds tracked by Wall St. Rank held Microvision as of Q3 2017.

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