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Pinnacle Associates’s Babcock & Wilcox BW Stock Holding History

Pinnacle Associates’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
2017
Q3 		– Sell
-1,025
Closed -$121K – 670
2017
Q2 		$121K Hold
1,025
– – ﹤0.01% 658
2017
Q1 		$96K Buy
+1,025
New +$144K ﹤0.01% 645

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LCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Associates's BW Position: Q3 2017 in Review

Pinnacle Associates sold out of Babcock & Wilcox (BW) in Q3 2017, closing a stake of 1,025 shares — an estimated $121K sold.

Pinnacle Associates first reported a position in BW in Q1 2017 and held it in 2 quarters. The position peaked at $121K in Q2 2017. 116 funds tracked by Wall St. Rank hold BW as of Q3 2017.

  • Pinnacle Associates reported no remaining Babcock & Wilcox position as of Q3 2017 after selling out during the quarter.
  • Pinnacle Associates sold 1,025 Babcock & Wilcox shares in Q3 2017, an estimated $121K.
  • Pinnacle Associates first reported a position in Babcock & Wilcox in Q1 2017 and held it in 2 quarters.
  • Pinnacle Associates's Babcock & Wilcox position peaked at $121K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2017.

Based on Pinnacle Associates's 13F filing for Q3 2017, filed 13 Nov 2017.