AIC
BW icon

Ameritas Investment Company’s Babcock & Wilcox BW Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-76
Closed -$720 – 903
2021
Q1 		$720 Buy
+76
New +$488 ﹤0.01% 2120
2019
Q1 		– Sell
-10,000
Closed -$39K – 1092
2018
Q4 		$39K Buy
+10,000
New +$89K 0.01% 647

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Company's BW Position: Q2 2021 in Review

Ameritas Investment Company sold out of Babcock & Wilcox (BW) in Q2 2021, closing a stake of 76 shares — an estimated $720 sold.

Ameritas Investment Company first reported a position in BW in Q4 2018 and held it in 2 quarters. The position peaked at $39K in Q4 2018. 112 funds tracked by Wall St. Rank hold BW as of Q2 2021.

  • Ameritas Investment Company reported no remaining Babcock & Wilcox position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 76 Babcock & Wilcox shares in Q2 2021, an estimated $720.
  • Ameritas Investment Company first reported a position in Babcock & Wilcox in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Babcock & Wilcox position peaked at $39K in Q4 2018.
  • 112 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.