Destination Wealth Management’s BWX Technologies BWXT Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-1,650	Closed	-$86K	–	190
2019 Q2	$86K	Hold	1,650	–	–	﹤0.01%	204
2019 Q1	$82K	Sell	1,650 -101	-6%	-$4.78K	﹤0.01%	209
2018 Q4	$67K	Hold	1,751	–	–	﹤0.01%	226
2018 Q3	$110K	Hold	1,751	–	–	0.01%	194
2018 Q2	$109K	Buy	1,751 +1,692	+2,868%	+$113K	0.01%	175
2018 Q1	$5K	Buy	+59	New	+$3.74K	﹤0.01%	440

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Destination Wealth Management's BWXT Position: Q3 2019 in Review

Destination Wealth Management sold out of BWX Technologies (BWXT) in Q3 2019, closing a stake of 1,650 shares — an estimated $86K sold.

Destination Wealth Management first reported a position in BWXT in Q1 2018 and held it in 6 quarters. The position peaked at $110K in Q3 2018. 274 funds tracked by Wall St. Rank hold BWXT as of Q3 2019.

Destination Wealth Management reported no remaining BWX Technologies position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,650 BWX Technologies shares in Q3 2019, an estimated $86K.
Destination Wealth Management first reported a position in BWX Technologies in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's BWX Technologies position peaked at $110K in Q3 2018.
274 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.