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Doyle Wealth Management’s BWX Technologies BWXT Stock Holding History

Doyle 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
-1,200
Closed -$63K – 272
2019
Q2 		$63K Buy
+1,200
New +$59.9K 0.01% 320
2019
Q1 		– Sell
-1,200
Closed -$46K – 259
2018
Q4 		$46K Buy
+1,200
New +$59.6K 0.01% 368

Other funds holding BWXT

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Doyle Wealth Management sold out of BWX Technologies (BWXT) in Q3 2019, closing a stake of 1,200 shares — an estimated $63K sold.

Doyle Wealth Management first reported a position in BWXT in Q4 2018 and held it in 2 quarters. The position peaked at $63K in Q2 2019. 274 funds tracked by Wall St. Rank hold BWXT as of Q3 2019.

  • Doyle Wealth Management reported no remaining BWX Technologies position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,200 BWX Technologies shares in Q3 2019, an estimated $63K.
  • Doyle Wealth Management first reported a position in BWX Technologies in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's BWX Technologies position peaked at $63K in Q2 2019.
  • 274 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.