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Kanaly Trust’s BWX Technologies BWXT Stock Holding History

Kanaly Trust’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 		$79K Hold
1,979
– – 0.02% 236
2016
Q3 		$76K Hold
1,979
– – 0.02% 236
2016
Q2 		$71K Hold
1,979
– – 0.01% 247
2016
Q1 		$66K Buy
1,979
+156
+9% +$4.82K 0.01% 254
2015
Q4 		$58K Hold
1,823
– – 0.01% 274
2015
Q3 		$48K Sell
1,823
-726
-28% -$18.5K 0.01% 291
2015
Q2 		$60K Hold
2,549
– – 0.01% 285
2015
Q1 		$59K Buy
+2,549
New +$53.6K 0.01% 268

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 $30.3B AUM 33.75% 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 16.07% 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 $645B AUM 30.41% 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 $156B AUM 27.51% 1-Year Est. Return

Kanaly Trust's BWXT Position: Q4 2016 in Review

Kanaly Trust held its BWX Technologies (BWXT) position steady in Q4 2016 at 1,979 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #236.

Kanaly Trust first reported a position in BWXT in Q1 2015 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold BWXT as of Q4 2016.

  • Kanaly Trust held 1,979 shares of BWX Technologies worth $79K as of Q4 2016.
  • Kanaly Trust left its BWX Technologies share count unchanged in Q4 2016.
  • BWX Technologies made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #236 holding.
  • Kanaly Trust first reported a position in BWX Technologies in Q1 2015 and has held it in 8 quarters since.
  • 258 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.