PO
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Private Ocean’s Babcock & Wilcox BW Stock Holding History

Private Ocean’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
2020
Q3 		– Sell
-37
Closed – – 516
2020
Q2 		$0 Hold
37
– – ﹤0.01% 486
2020
Q1 		$0 Hold
37
– – ﹤0.01% 531
2019
Q4 		$1K Hold
37
– – ﹤0.01% 458
2019
Q3 		$1K Buy
+37
New +$142 ﹤0.01% 562

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Ocean's BW Position: Q3 2020 in Review

Private Ocean sold out of Babcock & Wilcox (BW) in Q3 2020, closing a stake of 37 shares.

Private Ocean first reported a position in BW in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 47 funds tracked by Wall St. Rank hold BW as of Q3 2020.

  • Private Ocean reported no remaining Babcock & Wilcox position as of Q3 2020 after selling out during the quarter.
  • Private Ocean sold 37 Babcock & Wilcox shares in Q3 2020.
  • Private Ocean first reported a position in Babcock & Wilcox in Q3 2019 and held it in 4 quarters.
  • Private Ocean's Babcock & Wilcox position peaked at $1K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2020.

Based on Private Ocean's 13F filing for Q3 2020, filed 30 Oct 2020.