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Evercore Wealth Management’s BWX Technologies BWXT Stock Holding History

Evercore 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
2018
Q1 		– Sell
-1,425
Closed -$86K – 408
2017
Q4 		$86K Sell
1,425
-272
-16% -$16.4K ﹤0.01% 491
2017
Q3 		$95K Sell
1,697
-300
-15% -$15.9K ﹤0.01% 473
2017
Q2 		$97K Hold
1,997
– – ﹤0.01% 472
2017
Q1 		$95K Sell
1,997
-425
-18% -$18.6K ﹤0.01% 493
2016
Q4 		$96K Buy
2,422
+2,325
+2,397% +$90.4K ﹤0.01% 503
2016
Q3 		$4K Hold
97
– – ﹤0.01% 950
2016
Q2 		$3K Buy
+97
New +$3.32K ﹤0.01% 972

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's BWXT Position: Q1 2018 in Review

Evercore Wealth Management sold out of BWX Technologies (BWXT) in Q1 2018, closing a stake of 1,425 shares — an estimated $86K sold.

Evercore Wealth Management first reported a position in BWXT in Q2 2016 and held it in 7 quarters. The position peaked at $97K in Q2 2017. 289 funds tracked by Wall St. Rank hold BWXT as of Q1 2018.

  • Evercore Wealth Management reported no remaining BWX Technologies position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,425 BWX Technologies shares in Q1 2018, an estimated $86K.
  • Evercore Wealth Management first reported a position in BWX Technologies in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's BWX Technologies position peaked at $97K in Q2 2017.
  • 289 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.