Kaizen Advisory’s BWX Technologies BWXT Stock Holding History

Kaizen Advisory’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 Q1	–	Sell	-19,392	Closed	-$1.17M	–	585
2017 Q4	$1.17M	Buy	+19,392	New	+$1.17M	0.7%	61

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kaizen Advisory's BWXT Position: Q1 2018 in Review

Kaizen Advisory sold out of BWX Technologies (BWXT) in Q1 2018, closing a stake of 19,392 shares — an estimated $1.17M sold.

Kaizen Advisory first reported a position in BWXT in Q4 2017 and held it in 1 quarter. The position peaked at $1.17M in Q4 2017. 289 funds tracked by Wall St. Rank hold BWXT as of Q1 2018.

Kaizen Advisory reported no remaining BWX Technologies position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 19,392 BWX Technologies shares in Q1 2018, an estimated $1.17M.
Kaizen Advisory first reported a position in BWX Technologies in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's BWX Technologies position peaked at $1.17M in Q4 2017.
289 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.