Bridgewater Wealth & Financial Management’s Weingarten Realty Investors WRI Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio WRI Stock Details WRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-9,865	Closed	-$329K	–	119
2017 Q1	$329K	Hold	9,865	–	–	0.12%	75
2016 Q4	$353K	Sell	9,865 -75	-0.8%	-$2.69K	0.13%	73
2016 Q3	$387K	Hold	9,940	–	–	0.14%	66
2016 Q2	$406K	Sell	9,940 -400	-4%	-$15.2K	0.15%	68
2016 Q1	$388K	Hold	10,340	–	–	0.14%	68
2015 Q4	$358K	Sell	10,340 -175	-2%	-$6.04K	0.14%	63
2015 Q3	$348K	Hold	10,515	–	–	0.14%	64
2015 Q2	$344K	Hold	10,515	–	–	0.15%	59
2015 Q1	$378K	Hold	10,515	–	–	0.16%	61
2014 Q4	$367K	Buy	+10,515	New	+$366K	0.15%	74

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Bridgewater Wealth & Financial Management's WRI Position: Q2 2017 in Review

Bridgewater Wealth & Financial Management sold out of Weingarten Realty Investors (WRI) in Q2 2017, closing a stake of 9,865 shares — an estimated $329K sold.

Bridgewater Wealth & Financial Management first reported a position in WRI in Q4 2014 and held it in 10 quarters. The position peaked at $406K in Q2 2016. 274 funds tracked by Wall St. Rank hold WRI as of Q2 2017.

Bridgewater Wealth & Financial Management reported no remaining Weingarten Realty Investors position as of Q2 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 9,865 Weingarten Realty Investors shares in Q2 2017, an estimated $329K.
Bridgewater Wealth & Financial Management first reported a position in Weingarten Realty Investors in Q4 2014 and held it in 10 quarters.
Bridgewater Wealth & Financial Management's Weingarten Realty Investors position peaked at $406K in Q2 2016.
274 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q2 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q2 2017, filed 3 Aug 2017.