Capstone Investment Advisors
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Capstone Investment Advisors’s BWX Technologies BWXT Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-8,500
Closed -$476K – 511
2017
Q3 		$476K Sell
8,500
-62,274
-88% -$3.3M 0.02% 316
2017
Q2 		$3.45M Buy
70,774
+36,756
+108% +$1.78M 0.09% 180
2017
Q1 		$1.62M Buy
34,018
+14,918
+78% +$651K 0.04% 326
2016
Q4 		$758K Buy
+19,100
New +$742K 0.02% 485

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Capstone Investment Advisors's BWXT Position: Q4 2017 in Review

Capstone Investment Advisors sold out of BWX Technologies (BWXT) in Q4 2017, closing a stake of 8,500 shares — an estimated $476K sold.

Capstone Investment Advisors first reported a position in BWXT in Q4 2016 and held it in 4 quarters. The position peaked at $3.45M in Q2 2017. 301 funds tracked by Wall St. Rank hold BWXT as of Q4 2017.

  • Capstone Investment Advisors reported no remaining BWX Technologies position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,500 BWX Technologies shares in Q4 2017, an estimated $476K.
  • Capstone Investment Advisors first reported a position in BWX Technologies in Q4 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's BWX Technologies position peaked at $3.45M in Q2 2017.
  • 301 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.