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Ancora Advisors’s Babcock & Wilcox BW Stock Holding History

Ancora Advisors’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
-12,400
Closed -$295K – 1338
2018
Q2 		$295K Buy
+12,400
New +$329K 0.01% 590
2018
Q1 		– Sell
-52,783
Closed -$3M – 670
2017
Q4 		$3M Buy
+52,783
New +$2.39M 0.16% 169
2017
Q1 		– Sell
-20,256
Closed -$3.36M – 667
2016
Q4 		$3.36M Buy
20,256
+8,362
+70% +$1.33M 0.25% 136
2016
Q3 		$1.96M Buy
11,894
+5,093
+75% +$816K 0.2% 141
2016
Q2 		$999K Sell
6,801
-11,393
-63% -$2.43M 0.12% 209
2016
Q1 		$3.89M Buy
18,194
+398
+2% +$79.3K 0.48% 57
2015
Q4 		$3.71M Buy
17,796
+2,833
+19% +$517K 0.48% 56
2015
Q3 		$2.51M Buy
+14,963
New +$2.76M 0.32% 87

Other funds holding BW

SPH
Steel Partners Holdings New York $96.4M AUM
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
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

Ancora Advisors's BW Position: Q3 2018 in Review

Ancora Advisors sold out of Babcock & Wilcox (BW) in Q3 2018, closing a stake of 12,400 shares — an estimated $295K sold.

Ancora Advisors first reported a position in BW in Q3 2015 and held it in 8 quarters. The position peaked at $3.89M in Q1 2016. 98 funds tracked by Wall St. Rank hold BW as of Q3 2018.

  • Ancora Advisors reported no remaining Babcock & Wilcox position as of Q3 2018 after selling out during the quarter.
  • Ancora Advisors sold 12,400 Babcock & Wilcox shares in Q3 2018, an estimated $295K.
  • Ancora Advisors first reported a position in Babcock & Wilcox in Q3 2015 and held it in 8 quarters.
  • Ancora Advisors's Babcock & Wilcox position peaked at $3.89M in Q1 2016.
  • 98 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2018.

Based on Ancora Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.