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Jupiter Investment Management’s BWX Technologies BWXT Stock Holding History

Jupiter Investment 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
Q3 		– Sell
-5,438
Closed -$338K – 374
2018
Q2 		$338K Buy
5,438
+3,538
+186% +$235K ﹤0.01% 335
2018
Q1 		$120K Buy
+1,900
New +$120K ﹤0.01% 344
2014
Q2 		– Sell
-6,011
Closed -$142K – 338
2014
Q1 		$142K Sell
6,011
-37,471
-86% -$904K 0.01% 302
2013
Q4 		$1.06M Buy
+43,482
New +$1.02M 0.09% 222

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's BWXT Position: Q3 2018 in Review

Jupiter Investment Management sold out of BWX Technologies (BWXT) in Q3 2018, closing a stake of 5,438 shares — an estimated $338K sold.

Jupiter Investment Management first reported a position in BWXT in Q4 2013 and held it in 4 quarters. The position peaked at $1.06M in Q4 2013. 275 funds tracked by Wall St. Rank hold BWXT as of Q3 2018.

  • Jupiter Investment Management reported no remaining BWX Technologies position as of Q3 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 5,438 BWX Technologies shares in Q3 2018, an estimated $338K.
  • Jupiter Investment Management first reported a position in BWX Technologies in Q4 2013 and held it in 4 quarters.
  • Jupiter Investment Management's BWX Technologies position peaked at $1.06M in Q4 2013.
  • 275 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.