Independent Portfolio Consultants’s BWX Technologies BWXT Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$82K	Sell	1,692 -603	-26%	-$29.2K	0.03%	434
2017 Q1	$109K	Sell	2,295 -925	-29%	-$40.4K	0.04%	429
2016 Q4	$128K	Sell	3,220 -85	-3%	-$3.3K	0.04%	395
2016 Q3	$127K	Sell	3,305 -185	-5%	-$6.99K	0.04%	413
2016 Q2	$125K	Sell	3,490 -915	-21%	-$31.3K	0.04%	413
2016 Q1	$148K	Sell	4,405 -3,470	-44%	-$107K	0.04%	409
2015 Q4	$250K	Buy	+7,875	New	+$232K	0.07%	304
2015 Q1	–	Sell	-2,384	Closed	-$52K	–	992
2014 Q4	$52K	Hold	2,384	–	–	0.01%	629
2014 Q3	$47K	Hold	2,384	–	–	0.01%	637
2014 Q2	$55K	Buy	+2,384	New	+$56.6K	0.02%	625

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Portfolio Consultants's BWXT Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its BWX Technologies (BWXT) stake by 26% in Q2 2017, selling an estimated $29.2K and leaving 1,692 shares worth $82K. The position accounts for 0.03% of the portfolio, ranked #434.

Independent Portfolio Consultants first reported a position in BWXT in Q2 2014 and has held it in 10 quarters since. The position peaked at $250K in Q4 2015. 265 funds tracked by Wall St. Rank hold BWXT as of Q2 2017.

Independent Portfolio Consultants held 1,692 shares of BWX Technologies worth $82K as of Q2 2017.
Independent Portfolio Consultants sold 603 BWX Technologies shares in Q2 2017, an estimated $29.2K.
BWX Technologies made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #434 holding.
Independent Portfolio Consultants first reported a position in BWX Technologies in Q2 2014 and has held it in 10 quarters since.
Independent Portfolio Consultants's BWX Technologies position peaked at $250K in Q4 2015.
265 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.