Bridgewater Wealth & Financial Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-8,502	Closed	-$206K	–	113
2016 Q4	$206K	Sell	8,502 -438	-5%	-$10.5K	0.08%	105
2016 Q3	$219K	Buy	8,940 +610	+7%	+$15.5K	0.08%	107
2016 Q2	$219K	Buy	8,330 +6	+0.1%	+$148	0.08%	105
2016 Q1	$207K	Buy	+8,324	New	+$192K	0.08%	108

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgewater Wealth & Financial Management's XLU Position: Q1 2017 in Review

Bridgewater Wealth & Financial Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2017, closing a stake of 8,502 shares — an estimated $206K sold.

Bridgewater Wealth & Financial Management first reported a position in XLU in Q1 2016 and held it in 4 quarters. The position peaked at $219K in Q3 2016. 516 funds tracked by Wall St. Rank hold XLU as of Q1 2017.

Bridgewater Wealth & Financial Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 8,502 State Street Utilities Select Sector SPDR ETF shares in Q1 2017, an estimated $206K.
Bridgewater Wealth & Financial Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 4 quarters.
Bridgewater Wealth & Financial Management's State Street Utilities Select Sector SPDR ETF position peaked at $219K in Q3 2016.
516 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2017, filed 15 May 2017.