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Avantax Planning Partners’s BWX Technologies BWXT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-226
Closed -$14K – 411
2018
Q3 		$14K Buy
+226
New +$14.3K ﹤0.01% 785
2018
Q2 		– Sell
-371
Closed -$24K – 413
2018
Q1 		$24K Buy
+371
New +$23.5K ﹤0.01% 709

Other funds holding BWXT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Avantax Planning Partners's BWXT Position: Q4 2018 in Review

Avantax Planning Partners sold out of BWX Technologies (BWXT) in Q4 2018, closing a stake of 226 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in BWXT in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 255 funds tracked by Wall St. Rank hold BWXT as of Q4 2018.

  • Avantax Planning Partners reported no remaining BWX Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 226 BWX Technologies shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in BWX Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's BWX Technologies position peaked at $24K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.