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Bridgewater Wealth & Financial Management’s Qualcomm QCOM Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$590K Buy
9,210
+5
+0.1% +$303 0.24% 26
2017
Q3 		$477K Sell
9,205
-88,995
-91% -$4.71M 0.2% 29
2017
Q2 		$5.42M Buy
98,200
+12,237
+14% +$684K 1.81% 21
2017
Q1 		$4.93M Buy
85,963
+14,038
+20% +$814K 1.8% 23
2016
Q4 		$4.69M Sell
71,925
-1,024
-1% -$68.8K 1.77% 20
2016
Q3 		$5M Sell
72,949
-161
-0.2% -$9.79K 1.84% 23
2016
Q2 		$3.92M Buy
73,110
+2,635
+4% +$139K 1.41% 27
2016
Q1 		$3.6M Buy
70,475
+24,331
+53% +$1.19M 1.31% 29
2015
Q4 		$2.31M Sell
46,144
-20,245
-30% -$1.08M 0.89% 31
2015
Q3 		$3.57M Buy
66,389
+3,452
+5% +$205K 1.48% 27
2015
Q2 		$3.94M Buy
62,937
+1,688
+3% +$115K 1.67% 28
2015
Q1 		$4.25M Buy
61,249
+3,113
+5% +$219K 1.81% 26
2014
Q4 		$4.32M Buy
+58,136
New +$4.25M 1.76% 26

Other funds holding QCOM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's QCOM Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management increased its Qualcomm (QCOM) stake by 0.05% in Q4 2017, buying an estimated $303 and bringing the position to 9,210 shares worth $590K. The position accounts for 0.24% of the portfolio, ranked #26.

Bridgewater Wealth & Financial Management first reported a position in QCOM in Q4 2014 and has held it in 13 quarters since. The position peaked at $5.42M in Q2 2017. 1,540 funds tracked by Wall St. Rank hold QCOM as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 9,210 shares of Qualcomm worth $590K as of Q4 2017.
  • Bridgewater Wealth & Financial Management bought 5 Qualcomm shares in Q4 2017, an estimated $303.
  • Qualcomm made up 0.24% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #26 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Qualcomm in Q4 2014 and has held it in 13 quarters since.
  • Bridgewater Wealth & Financial Management's Qualcomm position peaked at $5.42M in Q2 2017.
  • 1,540 funds tracked by Wall St. Rank held Qualcomm as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.