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America First Investment Advisors’s BWX Technologies BWXT Stock Holding History

America First Investment Advisors’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,097
Closed -$48K – 116
2015
Q1 		$48K Hold
2,097
– – 0.02% 70
2014
Q4 		$45K Hold
2,097
– – 0.02% 76
2014
Q3 		$42K Hold
2,097
– – 0.02% 81
2014
Q2 		$49K Hold
2,097
– – 0.02% 77
2014
Q1 		$50K Hold
2,097
– – 0.02% 78
2013
Q4 		$51K Hold
2,097
– – 0.02% 79
2013
Q3 		$51K Hold
2,097
– – 0.03% 80
2013
Q2 		$45K Buy
+2,097
New +$42.6K 0.02% 80

Other funds holding BWXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

America First Investment Advisors's BWXT Position: Q2 2015 in Review

America First Investment Advisors sold out of BWX Technologies (BWXT) in Q2 2015, closing a stake of 2,097 shares — an estimated $48K sold.

America First Investment Advisors first reported a position in BWXT in Q2 2013 and held it in 8 quarters. The position peaked at $51K in Q4 2013. 222 funds tracked by Wall St. Rank hold BWXT as of Q2 2015.

  • America First Investment Advisors reported no remaining BWX Technologies position as of Q2 2015 after selling out during the quarter.
  • America First Investment Advisors sold 2,097 BWX Technologies shares in Q2 2015, an estimated $48K.
  • America First Investment Advisors first reported a position in BWX Technologies in Q2 2013 and held it in 8 quarters.
  • America First Investment Advisors's BWX Technologies position peaked at $51K in Q4 2013.
  • 222 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2015.

Based on America First Investment Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.