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Gary Goldberg Planning Services’s BWX Technologies BWXT Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		– Sell
-74
Closed -$1K – 455
2014
Q3 		$1K Buy
+74
New +$1.6K ﹤0.01% 466

Other funds holding BWXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's BWXT Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of BWX Technologies (BWXT) in Q4 2014, closing a stake of 74 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in BWXT in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 211 funds tracked by Wall St. Rank hold BWXT as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining BWX Technologies position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 74 BWX Technologies shares in Q4 2014, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in BWX Technologies in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's BWX Technologies position peaked at $1K in Q3 2014.
  • 211 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.