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Equitable Trust’s BWX Technologies BWXT Stock Holding History

Equitable Trust’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
2020
Q1 		– Sell
-3,875
Closed -$241K – 308
2019
Q4 		$241K Hold
3,875
– – 0.02% 263
2019
Q3 		$222K Hold
3,875
– – 0.02% 263
2019
Q2 		$202K Buy
+3,875
New +$193K 0.02% 272
2018
Q4 		– Sell
-3,475
Closed -$217K – 264
2018
Q3 		$217K Buy
+3,475
New +$220K 0.03% 272

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Equitable Trust's BWXT Position: Q1 2020 in Review

Equitable Trust sold out of BWX Technologies (BWXT) in Q1 2020, closing a stake of 3,875 shares — an estimated $241K sold.

Equitable Trust first reported a position in BWXT in Q3 2018 and held it in 4 quarters. The position peaked at $241K in Q4 2019. 275 funds tracked by Wall St. Rank hold BWXT as of Q1 2020.

  • Equitable Trust reported no remaining BWX Technologies position as of Q1 2020 after selling out during the quarter.
  • Equitable Trust sold 3,875 BWX Technologies shares in Q1 2020, an estimated $241K.
  • Equitable Trust first reported a position in BWX Technologies in Q3 2018 and held it in 4 quarters.
  • Equitable Trust's BWX Technologies position peaked at $241K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2020.

Based on Equitable Trust's 13F filing for Q1 2020, filed 21 May 2020.