PFGIA
BW icon

Patriot Financial Group Insurance Agency’s Babcock & Wilcox BW Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q1 		– Sell
-38
Closed – – 1230
2018
Q4 		$0 Hold
38
– – ﹤0.01% 990
2018
Q3 		$1K Buy
+38
New +$630 ﹤0.01% 889

Other funds holding BW

SPH
Steel Partners Holdings New York $78M AUM
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BW Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of Babcock & Wilcox (BW) in Q1 2019, closing a stake of 38 shares.

Patriot Financial Group Insurance Agency first reported a position in BW in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 86 funds tracked by Wall St. Rank hold BW as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Babcock & Wilcox position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 38 Babcock & Wilcox shares in Q1 2019.
  • Patriot Financial Group Insurance Agency first reported a position in Babcock & Wilcox in Q3 2018 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Babcock & Wilcox position peaked at $1K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.