Bridgewater Wealth & Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,458	Closed	-$274K	–	110
2017 Q2	$274K	Buy	3,458 +9	+0.3%	+$686	0.09%	92
2017 Q1	$256K	Buy	3,449 +9	+0.3%	+$656	0.09%	93
2016 Q4	$237K	Buy	3,440 +11	+0.3%	+$764	0.09%	97
2016 Q3	$247K	Buy	3,429 +9	+0.3%	+$662	0.09%	96
2016 Q2	$245K	Buy	3,420 +10	+0.3%	+$705	0.09%	97
2016 Q1	$231K	Buy	+3,410	New	+$228K	0.08%	102

Other funds holding XLV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SGI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridgewater Wealth & Financial Management's XLV Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2017, closing a stake of 3,458 shares — an estimated $274K sold.

Bridgewater Wealth & Financial Management first reported a position in XLV in Q1 2016 and held it in 6 quarters. The position peaked at $274K in Q2 2017. 704 funds tracked by Wall St. Rank hold XLV as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 3,458 State Street Health Care Select Sector SPDR ETF shares in Q3 2017, an estimated $274K.
Bridgewater Wealth & Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and held it in 6 quarters.
Bridgewater Wealth & Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $274K in Q2 2017.
704 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2017.

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