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Capital Analysts LLC’s BWX Technologies BWXT Stock Holding History

Capital Analysts LLC’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
-3,000
Closed -$188K – 602
2018
Q3 		$188K Buy
3,000
+40
+1% +$2.53K 0.02% 198
2018
Q2 		$185K Sell
2,960
-275
-9% -$18.3K 0.02% 198
2018
Q1 		$206K Buy
+3,235
New +$205K 0.03% 184

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
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

Capital Analysts LLC's BWXT Position: Q4 2018 in Review

Capital Analysts LLC sold out of BWX Technologies (BWXT) in Q4 2018, closing a stake of 3,000 shares — an estimated $188K sold.

Capital Analysts LLC first reported a position in BWXT in Q1 2018 and held it in 3 quarters. The position peaked at $206K in Q1 2018. 255 funds tracked by Wall St. Rank hold BWXT as of Q4 2018.

  • Capital Analysts LLC reported no remaining BWX Technologies position as of Q4 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 3,000 BWX Technologies shares in Q4 2018, an estimated $188K.
  • Capital Analysts LLC first reported a position in BWX Technologies in Q1 2018 and held it in 3 quarters.
  • Capital Analysts LLC's BWX Technologies position peaked at $206K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2018.

Based on Capital Analysts LLC's 13F filing for Q4 2018, filed 13 Feb 2019.