PO
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Private Ocean’s BWX Technologies BWXT Stock Holding History

Private Ocean’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
2020
Q3 		– Sell
-750
Closed -$42K – 517
2020
Q2 		$42K Hold
750
– – 0.01% 222
2020
Q1 		$36K Hold
750
– – 0.01% 247
2019
Q4 		$47K Hold
750
– – 0.01% 253
2019
Q3 		$43K Buy
+750
New +$41.9K 0.01% 247

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Ocean's BWXT Position: Q3 2020 in Review

Private Ocean sold out of BWX Technologies (BWXT) in Q3 2020, closing a stake of 750 shares — an estimated $42K sold.

Private Ocean first reported a position in BWXT in Q3 2019 and held it in 4 quarters. The position peaked at $47K in Q4 2019. 279 funds tracked by Wall St. Rank hold BWXT as of Q3 2020.

  • Private Ocean reported no remaining BWX Technologies position as of Q3 2020 after selling out during the quarter.
  • Private Ocean sold 750 BWX Technologies shares in Q3 2020, an estimated $42K.
  • Private Ocean first reported a position in BWX Technologies in Q3 2019 and held it in 4 quarters.
  • Private Ocean's BWX Technologies position peaked at $47K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2020.

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