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First Personal Financial Services’s BWX Technologies BWXT Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-15
Closed -$1K – 693
2018
Q1 		$1K Buy
+15
New +$951 ﹤0.01% 1002
2017
Q3 		– Sell
-2
Closed – – 835
2017
Q2 		$0 Hold
2
– – ﹤0.01% 858
2017
Q1 		$0 Sell
2
-186
-99% -$8.12K ﹤0.01% 881
2016
Q4 		$7K Hold
188
– – ﹤0.01% 775
2016
Q3 		$7K Buy
188
+103
+121% +$3.89K ﹤0.01% 648
2016
Q2 		$3K Buy
+85
New +$2.91K ﹤0.01% 725

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

First Personal Financial Services's BWXT Position: Q2 2018 in Review

First Personal Financial Services sold out of BWX Technologies (BWXT) in Q2 2018, closing a stake of 15 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in BWXT in Q2 2016 and held it in 6 quarters. The position peaked at $7K in Q4 2016. 297 funds tracked by Wall St. Rank hold BWXT as of Q2 2018.

  • First Personal Financial Services reported no remaining BWX Technologies position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 15 BWX Technologies shares in Q2 2018, an estimated $1K.
  • First Personal Financial Services first reported a position in BWX Technologies in Q2 2016 and held it in 6 quarters.
  • First Personal Financial Services's BWX Technologies position peaked at $7K in Q4 2016.
  • 297 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.