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IHT Wealth Management’s BWX Technologies BWXT Stock Holding History

IHT 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
Q2 		– Sell
-830
Closed -$52K – 546
2018
Q1 		$52K Hold
830
– – 0.01% 662
2017
Q4 		$51K Hold
830
– – 0.01% 692
2017
Q3 		$49K Buy
830
+750
+938% +$39.8K 0.02% 523
2017
Q2 		$6 Hold
80
– – ﹤0.01% 1055
2017
Q1 		$4K Hold
80
– – ﹤0.01% 976
2016
Q4 		$3K Buy
+80
New +$3.11K ﹤0.01% 973

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

IHT Wealth Management's BWXT Position: Q2 2018 in Review

IHT Wealth Management sold out of BWX Technologies (BWXT) in Q2 2018, closing a stake of 830 shares — an estimated $52K sold.

IHT Wealth Management first reported a position in BWXT in Q4 2016 and held it in 6 quarters. The position peaked at $52K in Q1 2018. 297 funds tracked by Wall St. Rank hold BWXT as of Q2 2018.

  • IHT Wealth Management reported no remaining BWX Technologies position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 830 BWX Technologies shares in Q2 2018, an estimated $52K.
  • IHT Wealth Management first reported a position in BWX Technologies in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's BWX Technologies position peaked at $52K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.