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Mariner Wealth Advisors (NYC)’s BWX Technologies BWXT Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$22K Buy
+949
New +$20K 0.01% 261

Other funds holding BWXT

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s BWXT Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in BWX Technologies (BWXT) in Q1 2015: 949 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings.

213 funds tracked by Wall St. Rank hold BWXT as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 949 shares of BWX Technologies worth $22K as of Q1 2015.
  • BWX Technologies was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • BWX Technologies made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #261 holding.
  • 213 funds tracked by Wall St. Rank held BWX Technologies as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.