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Bridgewater Wealth & Financial Management, LLC Current Holdings: USA Funds

Bridgewater Wealth & Financial Management, LLC current holdings: USA Funds

Bridgewater Wealth & Financial Management, LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 2 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are HEALTHCARE TR AMER INC, WEINGARTEN RLTY INVS.

  • HEALTHCARE TR AMER INC: Country of operation —; Class CL A NEW; Shares 37,958; Value $1,238,000.
  • WEINGARTEN RLTY INVS: Country of operation —; Class SH BEN INT; Shares 9,940; Value $387,000.

Form 13F-HR as filed (SEC CIK 1648901): quarter ended 2016-09-30, filed 2016-11-01. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
HEALTHCARE TR AMER INC
CUSIP 42225P501
CL A NEW37,958$1,238,0002016-09-302016-11-01
WEINGARTEN RLTY INVS
CUSIP 948741103
SH BEN INT9,940$387,0002016-09-302016-11-01

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