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Bellwether Investment Group’s BWX Technologies BWXT Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-347
Closed -$17K – 148
2017
Q1 		$17K Sell
347
-6
-2% -$262 0.04% 347
2016
Q4 		$14K Buy
+353
New +$13.7K 0.01% 549

Other funds holding BWXT

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Investment Group's BWXT Position: Q2 2017 in Review

Bellwether Investment Group sold out of BWX Technologies (BWXT) in Q2 2017, closing a stake of 347 shares — an estimated $17K sold.

Bellwether Investment Group first reported a position in BWXT in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2017. 265 funds tracked by Wall St. Rank hold BWXT as of Q2 2017.

  • Bellwether Investment Group reported no remaining BWX Technologies position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 347 BWX Technologies shares in Q2 2017, an estimated $17K.
  • Bellwether Investment Group first reported a position in BWX Technologies in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's BWX Technologies position peaked at $17K in Q1 2017.
  • 265 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.