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Ahrens Investment Partners’s Babcock & Wilcox BW Stock Holding History

Ahrens Investment Partners’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
2018
Q3 		– Sell
-975
Closed -$23K – 176
2018
Q2 		$23K Sell
975
-200
-17% -$5.31K 0.01% 167
2018
Q1 		$51K Buy
+1,175
New +$68.2K 0.02% 159

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BRF
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ahrens Investment Partners's BW Position: Q3 2018 in Review

Ahrens Investment Partners sold out of Babcock & Wilcox (BW) in Q3 2018, closing a stake of 975 shares — an estimated $23K sold.

Ahrens Investment Partners first reported a position in BW in Q1 2018 and held it in 2 quarters. The position peaked at $51K in Q1 2018. 98 funds tracked by Wall St. Rank hold BW as of Q3 2018.

  • Ahrens Investment Partners reported no remaining Babcock & Wilcox position as of Q3 2018 after selling out during the quarter.
  • Ahrens Investment Partners sold 975 Babcock & Wilcox shares in Q3 2018, an estimated $23K.
  • Ahrens Investment Partners first reported a position in Babcock & Wilcox in Q1 2018 and held it in 2 quarters.
  • Ahrens Investment Partners's Babcock & Wilcox position peaked at $51K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2018.

Based on Ahrens Investment Partners's 13F filing for Q3 2018, filed 9 Nov 2018.