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Bruderman Asset Management’s BWX Technologies BWXT Stock Holding History

Bruderman Asset Management’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
2016
Q3 		– Sell
-404
Closed -$14K – 380
2016
Q2 		$14K Buy
404
+1
+0.2% +$34 ﹤0.01% 286
2016
Q1 		$14K Buy
403
+1
+0.2% +$31 ﹤0.01% 292
2015
Q4 		$13K Buy
402
+1
+0.2% +$29 ﹤0.01% 317
2015
Q3 		$11K Sell
401
-158
-28% -$4.03K ﹤0.01% 331
2015
Q2 		$13K Buy
+559
New +$13.1K 0.01% 329

Other funds holding BWXT

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bruderman Asset Management's BWXT Position: Q3 2016 in Review

Bruderman Asset Management sold out of BWX Technologies (BWXT) in Q3 2016, closing a stake of 404 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in BWXT in Q2 2015 and held it in 5 quarters. The position peaked at $14K in Q2 2016. 266 funds tracked by Wall St. Rank hold BWXT as of Q3 2016.

  • Bruderman Asset Management reported no remaining BWX Technologies position as of Q3 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 404 BWX Technologies shares in Q3 2016, an estimated $14K.
  • Bruderman Asset Management first reported a position in BWX Technologies in Q2 2015 and held it in 5 quarters.
  • Bruderman Asset Management's BWX Technologies position peaked at $14K in Q2 2016.
  • 266 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2016.

Based on Bruderman Asset Management's 13F filing for Q3 2016, filed 8 Nov 2016.