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Bridgewater Wealth & Financial Management’s United Therapeutics UTHR Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$7.09M Sell
47,895
-978
-2% -$124K 2.83% 17
2017
Q3 		$5.73M Buy
48,873
+455
+0.9% +$58.1K 2.35% 19
2017
Q2 		$6.28M Buy
48,418
+3,023
+7% +$377K 2.09% 19
2017
Q1 		$6.15M Sell
45,395
-247
-0.5% -$37.4K 2.25% 17
2016
Q4 		$6.55M Sell
45,642
-2,386
-5% -$305K 2.48% 15
2016
Q3 		$5.67M Buy
48,028
+2,896
+6% +$348K 2.09% 20
2016
Q2 		$4.78M Buy
45,132
+531
+1% +$59.2K 1.72% 24
2016
Q1 		$4.97M Buy
44,601
+197
+0.4% +$24.9K 1.81% 24
2015
Q4 		$6.95M Buy
44,404
+1,094
+3% +$159K 2.7% 15
2015
Q3 		$5.68M Buy
43,310
+895
+2% +$144K 2.35% 18
2015
Q2 		$7.38M Sell
42,415
-281
-0.7% -$50.5K 3.13% 13
2015
Q1 		$7.36M Sell
42,696
-95
-0.2% -$14.5K 3.14% 14
2014
Q4 		$5.54M Buy
+42,791
New +$5.51M 2.25% 20

Other funds holding UTHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bridgewater Wealth & Financial Management reduced its United Therapeutics (UTHR) stake by 2% in Q4 2017, selling an estimated $124K and leaving 47,895 shares worth $7.09M. The position accounts for 2.83% of the portfolio, ranked #17.

Bridgewater Wealth & Financial Management first reported a position in UTHR in Q4 2014 and has held it in 13 quarters since. The position peaked at $7.38M in Q2 2015. 400 funds tracked by Wall St. Rank hold UTHR as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 47,895 shares of United Therapeutics worth $7.09M as of Q4 2017.
  • Bridgewater Wealth & Financial Management sold 978 United Therapeutics shares in Q4 2017, an estimated $124K.
  • United Therapeutics made up 2.83% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #17 holding.
  • Bridgewater Wealth & Financial Management first reported a position in United Therapeutics in Q4 2014 and has held it in 13 quarters since.
  • Bridgewater Wealth & Financial Management's United Therapeutics position peaked at $7.38M in Q2 2015.
  • 400 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2017.

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