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Destination Wealth Management’s Babcock & Wilcox BW Stock Holding History

Destination Wealth Management’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
2018
Q4 		– Sell
-314
Closed -$3K – 531
2018
Q3 		$3K Hold
314
– – ﹤0.01% 541
2018
Q2 		$7K Buy
+314
New +$8.34K ﹤0.01% 417

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BRF
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SCM
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Destination Wealth Management's BW Position: Q4 2018 in Review

Destination Wealth Management sold out of Babcock & Wilcox (BW) in Q4 2018, closing a stake of 314 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in BW in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 94 funds tracked by Wall St. Rank hold BW as of Q4 2018.

  • Destination Wealth Management reported no remaining Babcock & Wilcox position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 314 Babcock & Wilcox shares in Q4 2018, an estimated $3K.
  • Destination Wealth Management first reported a position in Babcock & Wilcox in Q2 2018 and held it in 2 quarters.
  • Destination Wealth Management's Babcock & Wilcox position peaked at $7K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.