Lloyd Advisory Services’s Babcock & Wilcox BW Stock Holding History

Lloyd Advisory Services’s Portfolio BW Stock Details BW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6	Closed	–	–	284
2019 Q4	$0	Buy	+6	New	+$23	﹤0.01%	362

Other funds holding BW

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

SCM

SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCA

VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return

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

SPH

Steel Partners Holdings New York $96.4M AUM

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Lloyd Advisory Services's BW Position: Q1 2020 in Review

Lloyd Advisory Services sold out of Babcock & Wilcox (BW) in Q1 2020, closing a stake of 6 shares.

Lloyd Advisory Services first reported a position in BW in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 52 funds tracked by Wall St. Rank hold BW as of Q1 2020.

Lloyd Advisory Services reported no remaining Babcock & Wilcox position as of Q1 2020 after selling out during the quarter.
Lloyd Advisory Services sold 6 Babcock & Wilcox shares in Q1 2020.
Lloyd Advisory Services first reported a position in Babcock & Wilcox in Q4 2019 and held it in 1 quarter.
Lloyd Advisory Services's Babcock & Wilcox position peaked at $0 in Q4 2019.
52 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.