Advisor Group’s Babcock & Wilcox BW Stock Holding History

Advisor Group’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2K	Sell	541 -2	-0.4%	-$8	﹤0.01%	4956
2019 Q3	$2K	Buy	543 +320	+143%	+$1.23K	﹤0.01%	4944
2019 Q2	$1K	Hold	223	–	–	﹤0.01%	5075
2019 Q1	$1K	Hold	223	–	–	﹤0.01%	5035
2018 Q4	$1K	Buy	223 +63	+39%	+$561	﹤0.01%	4932
2018 Q3	$1K	Buy	160 +111	+227%	+$1.84K	﹤0.01%	4938
2018 Q2	$1K	Hold	49	–	–	﹤0.01%	4775
2018 Q1	$2K	Hold	49	–	–	﹤0.01%	4670
2017 Q4	$3K	Buy	49 +10	+26%	+$454	﹤0.01%	4558
2017 Q3	$1K	Sell	39 -139	-78%	-$8.54K	﹤0.01%	4655
2017 Q2	$20K	Sell	178 -25	-12%	-$2.58K	﹤0.01%	3489
2017 Q1	$18K	Buy	203 +5	+3%	+$701	﹤0.01%	3422
2016 Q4	$32K	Buy	198 +139	+236%	+$22.2K	﹤0.01%	2919
2016 Q3	$9K	Buy	59 +37	+168%	+$5.93K	﹤0.01%	3603
2016 Q2	$2K	Buy	+22	New	+$4.69K	﹤0.01%	4066

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

VCA

VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return

SCM

SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPH

Steel Partners Holdings New York $78M AUM

Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EVC

Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Advisor Group's BW Position: Q4 2019 in Review

Advisor Group reduced its Babcock & Wilcox (BW) stake by 0.37% in Q4 2019, selling an estimated $8 and leaving 541 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4956.

Advisor Group first reported a position in BW in Q2 2016 and has held it in 15 quarters since. The position peaked at $32K in Q4 2016. 55 funds tracked by Wall St. Rank hold BW as of Q4 2019.

Advisor Group held 541 shares of Babcock & Wilcox worth $2K as of Q4 2019.
Advisor Group sold 2 Babcock & Wilcox shares in Q4 2019, an estimated $8.
Babcock & Wilcox made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4956 holding.
Advisor Group first reported a position in Babcock & Wilcox in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Babcock & Wilcox position peaked at $32K in Q4 2016.
55 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.