Wellington Management Group
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Wellington Management Group’s Bridgewater Bancshares BWB Stock Holding History

Wellington Management 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
2018
Q2 		– Sell
-35,534
Closed -$464K – 2238
2018
Q1 		$464K Buy
+35,534
New +$458K ﹤0.01% 2030

Other funds holding BWB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Wellington Management Group's BWB Position: Q2 2018 in Review

Wellington Management Group sold out of Bridgewater Bancshares (BWB) in Q2 2018, closing a stake of 35,534 shares — an estimated $464K sold.

Wellington Management Group first reported a position in BWB in Q1 2018 and held it in 1 quarter. The position peaked at $464K in Q1 2018. 63 funds tracked by Wall St. Rank hold BWB as of Q2 2018.

  • Wellington Management Group reported no remaining Bridgewater Bancshares position as of Q2 2018 after selling out during the quarter.
  • Wellington Management Group sold 35,534 Bridgewater Bancshares shares in Q2 2018, an estimated $464K.
  • Wellington Management Group first reported a position in Bridgewater Bancshares in Q1 2018 and held it in 1 quarter.
  • Wellington Management Group's Bridgewater Bancshares position peaked at $464K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2018.

Based on Wellington Management Group's 13F filing for Q2 2018, filed 14 Aug 2018.