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Caldwell & Orkin’s BWX Technologies BWXT Stock Holding History

Caldwell & Orkin’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
Q3 		$734K Hold
13,100
– – 0.75% 43
2017
Q2 		$639K Sell
13,100
-28,800
-69% -$1.4M 0.79% 41
2017
Q1 		$1.99M Buy
+41,900
New +$1.83M 1.11% 42

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caldwell & Orkin's BWXT Position: Q3 2017 in Review

Caldwell & Orkin held its BWX Technologies (BWXT) position steady in Q3 2017 at 13,100 shares worth $734K. The position accounts for 0.75% of the portfolio, ranked #43.

Caldwell & Orkin first reported a position in BWXT in Q1 2017 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2017. 272 funds tracked by Wall St. Rank hold BWXT as of Q3 2017.

  • Caldwell & Orkin held 13,100 shares of BWX Technologies worth $734K as of Q3 2017.
  • Caldwell & Orkin left its BWX Technologies share count unchanged in Q3 2017.
  • BWX Technologies made up 0.75% of Caldwell & Orkin's portfolio in Q3 2017, its #43 holding.
  • Caldwell & Orkin first reported a position in BWX Technologies in Q1 2017 and has held it in 3 quarters since.
  • Caldwell & Orkin's BWX Technologies position peaked at $1.99M in Q1 2017.
  • 272 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.