BWFM
MWV

Bridgewater Wealth & Financial Management’s MEADWESTVACO CORP MWV Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio MWV Stock Details MWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,308
Closed -$203K – 94
2015
Q2 		$203K Hold
4,308
– – 0.09% 76
2015
Q1 		$215K Buy
+4,308
New +$215K 0.09% 75

Other funds holding MWV

SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's MWV Position: Q3 2015 in Review

Bridgewater Wealth & Financial Management sold out of MEADWESTVACO CORP (MWV) in Q3 2015, closing a stake of 4,308 shares — an estimated $203K sold.

Bridgewater Wealth & Financial Management first reported a position in MWV in Q1 2015 and held it in 2 quarters. The position peaked at $215K in Q1 2015. 3 funds tracked by Wall St. Rank hold MWV as of Q3 2015.

  • Bridgewater Wealth & Financial Management reported no remaining MEADWESTVACO CORP position as of Q3 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 4,308 MEADWESTVACO CORP shares in Q3 2015, an estimated $203K.
  • Bridgewater Wealth & Financial Management first reported a position in MEADWESTVACO CORP in Q1 2015 and held it in 2 quarters.
  • Bridgewater Wealth & Financial Management's MEADWESTVACO CORP position peaked at $215K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q3 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2015, filed 2 Nov 2015.