BFEC
BW icon

Benjamin F. Edwards & Company’s Babcock & Wilcox BW Stock Holding History

Benjamin F. Edwards & 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
2016
Q1 		– Sell
-15
Closed -$3K – 1091
2015
Q4 		$3K Buy
+15
New +$2.74K ﹤0.01% 1022

Other funds holding BW

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Benjamin F. Edwards & Company's BW Position: Q1 2016 in Review

Benjamin F. Edwards & Company sold out of Babcock & Wilcox (BW) in Q1 2016, closing a stake of 15 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in BW in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 167 funds tracked by Wall St. Rank hold BW as of Q1 2016.

  • Benjamin F. Edwards & Company reported no remaining Babcock & Wilcox position as of Q1 2016 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 15 Babcock & Wilcox shares in Q1 2016, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in Babcock & Wilcox in Q4 2015 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Babcock & Wilcox position peaked at $3K in Q4 2015.
  • 167 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2016.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2016, filed 13 Apr 2016.