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Next Financial Group’s Bridgewater Bancshares BWB Stock Holding History

Next Financial Group’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-167
Closed -$2K – 2368
2019
Q3 		$2K Hold
167
– – ﹤0.01% 2092
2019
Q2 		$2K Hold
167
– – ﹤0.01% 2099
2019
Q1 		$2K Buy
+167
New +$1.83K ﹤0.01% 1435

Other funds holding BWB

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Next Financial Group's BWB Position: Q4 2019 in Review

Next Financial Group sold out of Bridgewater Bancshares (BWB) in Q4 2019, closing a stake of 167 shares — an estimated $2K sold.

Next Financial Group first reported a position in BWB in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 85 funds tracked by Wall St. Rank hold BWB as of Q4 2019.

  • Next Financial Group reported no remaining Bridgewater Bancshares position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 167 Bridgewater Bancshares shares in Q4 2019, an estimated $2K.
  • Next Financial Group first reported a position in Bridgewater Bancshares in Q1 2019 and held it in 3 quarters.
  • Next Financial Group's Bridgewater Bancshares position peaked at $2K in Q3 2019.
  • 85 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.