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Oakbrook Investments’s BWX Technologies BWXT Stock Holding History

Oakbrook Investments’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
Q4 		– Sell
-6,130
Closed -$383K – 582
2018
Q3 		$383K Buy
+6,130
New +$388K 0.02% 497
2018
Q2 		– Sell
-3,840
Closed -$244K – 558
2018
Q1 		$244K Buy
3,840
+390
+11% +$24.7K 0.02% 513
2017
Q4 		$209K Buy
+3,450
New +$208K 0.01% 537

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Oakbrook Investments's BWXT Position: Q4 2018 in Review

Oakbrook Investments sold out of BWX Technologies (BWXT) in Q4 2018, closing a stake of 6,130 shares — an estimated $383K sold.

Oakbrook Investments first reported a position in BWXT in Q4 2017 and held it in 3 quarters. The position peaked at $383K in Q3 2018. 255 funds tracked by Wall St. Rank hold BWXT as of Q4 2018.

  • Oakbrook Investments reported no remaining BWX Technologies position as of Q4 2018 after selling out during the quarter.
  • Oakbrook Investments sold 6,130 BWX Technologies shares in Q4 2018, an estimated $383K.
  • Oakbrook Investments first reported a position in BWX Technologies in Q4 2017 and held it in 3 quarters.
  • Oakbrook Investments's BWX Technologies position peaked at $383K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2018.

Based on Oakbrook Investments's 13F filing for Q4 2018, filed 17 Jan 2019.