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Patriot Financial Group Insurance Agency’s BWX Technologies BWXT Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q3 		– Sell
-9
Closed -$1K – 1310
2019
Q2 		$1K Sell
9
-23
-72% -$1.15K ﹤0.01% 1193
2019
Q1 		$2K Sell
32
-718
-96% -$34K ﹤0.01% 987
2018
Q4 		$29K Hold
750
– – 0.02% 408
2018
Q3 		$47K Buy
+750
New +$47.5K 0.03% 308

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BWXT Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of BWX Technologies (BWXT) in Q3 2019, closing a stake of 9 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in BWXT in Q3 2018 and held it in 4 quarters. The position peaked at $47K in Q3 2018. 274 funds tracked by Wall St. Rank hold BWXT as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining BWX Technologies position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9 BWX Technologies shares in Q3 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in BWX Technologies in Q3 2018 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's BWX Technologies position peaked at $47K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.