BWFM
P

Bridgewater Wealth & Financial Management’s Everpure Inc P Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-19,893
Closed -$255K – 92
2017
Q2 		$255K Hold
19,893
– – 0.09% 102
2017
Q1 		$196K Hold
19,893
– – 0.07% 106
2016
Q4 		$225K Hold
19,893
– – 0.09% 99
2016
Q3 		$270K Hold
19,893
– – 0.1% 86
2016
Q2 		$217K Buy
+19,893
New +$259K 0.08% 108

Other funds holding P

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management sold out of Everpure Inc (P) in Q3 2017, closing a stake of 19,893 shares — an estimated $255K sold.

Bridgewater Wealth & Financial Management first reported a position in P in Q2 2016 and held it in 5 quarters. The position peaked at $270K in Q3 2016. 145 funds tracked by Wall St. Rank hold P as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Everpure Inc position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 19,893 Everpure Inc shares in Q3 2017, an estimated $255K.
  • Bridgewater Wealth & Financial Management first reported a position in Everpure Inc in Q2 2016 and held it in 5 quarters.
  • Bridgewater Wealth & Financial Management's Everpure Inc position peaked at $270K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2017.

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