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Capital Guardian Trust’s BWX Technologies BWXT Stock Holding History

Capital Guardian Trust’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
2014
Q4 		– Sell
-98
Closed -$2K – 550
2014
Q3 		$2K Buy
+98
New +$2.12K ﹤0.01% 584

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BHG
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Vanguard Group
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Guardian Trust's BWXT Position: Q4 2014 in Review

Capital Guardian Trust sold out of BWX Technologies (BWXT) in Q4 2014, closing a stake of 98 shares — an estimated $2K sold.

Capital Guardian Trust first reported a position in BWXT in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 211 funds tracked by Wall St. Rank hold BWXT as of Q4 2014.

  • Capital Guardian Trust reported no remaining BWX Technologies position as of Q4 2014 after selling out during the quarter.
  • Capital Guardian Trust sold 98 BWX Technologies shares in Q4 2014, an estimated $2K.
  • Capital Guardian Trust first reported a position in BWX Technologies in Q3 2014 and held it in 1 quarter.
  • Capital Guardian Trust's BWX Technologies position peaked at $2K in Q3 2014.
  • 211 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2014.

Based on Capital Guardian Trust's 13F filing for Q4 2014, filed 13 Feb 2015.