Proficio Capital Partners’s BWX Technologies BWXT Stock Holding History

Proficio Capital Partners’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	-108	Closed	-$6K	–	348
2019 Q2	$6K	Buy	108 +25	+30%	+$1.25K	﹤0.01%	1122
2019 Q1	$4K	Hold	83	–	–	﹤0.01%	1155
2018 Q4	$3K	Sell	83 -63	-43%	-$3.13K	﹤0.01%	937
2018 Q3	$9K	Hold	146	–	–	﹤0.01%	822
2018 Q2	$9K	Hold	146	–	–	﹤0.01%	846
2018 Q1	$9K	Hold	146	–	–	﹤0.01%	844
2017 Q4	$9K	Hold	146	–	–	﹤0.01%	834
2017 Q3	$8K	Hold	146	–	–	﹤0.01%	844
2017 Q2	$8K	Sell	146 -52	-26%	-$2.52K	﹤0.01%	847
2017 Q1	$10K	Buy	198 +115	+139%	+$5.02K	﹤0.01%	808
2016 Q4	$3K	Hold	83	–	–	﹤0.01%	828
2016 Q3	$3K	Hold	83	–	–	﹤0.01%	799
2016 Q2	$3K	Hold	83	–	–	﹤0.01%	764
2016 Q1	$3K	Buy	+83	New	+$2.56K	﹤0.01%	619

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Proficio Capital Partners's BWXT Position: Q3 2019 in Review

Proficio Capital Partners sold out of BWX Technologies (BWXT) in Q3 2019, closing a stake of 108 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in BWXT in Q1 2016 and held it in 14 quarters. The position peaked at $10K in Q1 2017. 274 funds tracked by Wall St. Rank hold BWXT as of Q3 2019.

Proficio Capital Partners reported no remaining BWX Technologies position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 108 BWX Technologies shares in Q3 2019, an estimated $6K.
Proficio Capital Partners first reported a position in BWX Technologies in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's BWX Technologies position peaked at $10K in Q1 2017.
274 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.