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Integrated Wealth Management (Palm Desert)’s BWX Technologies BWXT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-19
Closed -$1K – 335
2016
Q3 		$1K Hold
19
– – ﹤0.01% 1129
2016
Q2 		$1K Hold
19
– – ﹤0.01% 1152
2016
Q1 		$1K Hold
19
– – ﹤0.01% 1073
2015
Q4 		$1K Hold
19
– – ﹤0.01% 1162
2015
Q3 		$1K Sell
19
-8
-30% -$204 ﹤0.01% 1178
2015
Q2 		$1K Sell
27
-40
-60% -$939 ﹤0.01% 1213
2015
Q1 		$1K Buy
+67
New +$1.41K ﹤0.01% 1167

Other funds holding BWXT

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BWXT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of BWX Technologies (BWXT) in Q4 2016, closing a stake of 19 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BWXT in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 258 funds tracked by Wall St. Rank hold BWXT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining BWX Technologies position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 19 BWX Technologies shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in BWX Technologies in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s BWX Technologies position peaked at $1K in Q3 2016.
  • 258 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.