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Checchi Capital Advisers’s Babcock & Wilcox BW Stock Holding History

Checchi Capital Advisers’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10
Closed -$1K – 511
2016
Q2 		$1K Hold
10
– – ﹤0.01% 1545
2016
Q1 		$2K Buy
+10
New +$1.99K ﹤0.01% 1511

Other funds holding BW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Checchi Capital Advisers's BW Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Babcock & Wilcox (BW) in Q3 2016, closing a stake of 10 shares — an estimated $1K sold.

Checchi Capital Advisers first reported a position in BW in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 164 funds tracked by Wall St. Rank hold BW as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Babcock & Wilcox position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 10 Babcock & Wilcox shares in Q3 2016, an estimated $1K.
  • Checchi Capital Advisers first reported a position in Babcock & Wilcox in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Babcock & Wilcox position peaked at $2K in Q1 2016.
  • 164 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.