BWFM
T icon

Bridgewater Wealth & Financial Management’s AT&T T Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-14,763
Closed -$421K – 95
2017
Q2 		$421K Buy
14,763
+3,048
+26% +$89.8K 0.14% 69
2017
Q1 		$368K Buy
11,715
+947
+9% +$29.8K 0.13% 67
2016
Q4 		$346K Sell
10,768
-234
-2% -$6.91K 0.13% 74
2016
Q3 		$337K Buy
11,002
+90
+0.8% +$2.85K 0.12% 73
2016
Q2 		$356K Sell
10,912
-1,110
-9% -$33K 0.13% 73
2016
Q1 		$356K Buy
+12,022
New +$333K 0.13% 71

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bridgewater Wealth & Financial Management's T Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of AT&T (T) in Q3 2017, closing a stake of 14,763 shares — an estimated $421K sold.

Bridgewater Wealth & Financial Management first reported a position in T in Q1 2016 and held it in 6 quarters. The position peaked at $421K in Q2 2017. 1,978 funds tracked by Wall St. Rank hold T as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining AT&T position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 14,763 AT&T shares in Q3 2017, an estimated $421K.
  • Bridgewater Wealth & Financial Management first reported a position in AT&T in Q1 2016 and held it in 6 quarters.
  • Bridgewater Wealth & Financial Management's AT&T position peaked at $421K in Q2 2017.
  • 1,978 funds tracked by Wall St. Rank held AT&T as of Q3 2017.

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