Rational Advisors’s BWX Technologies BWXT Stock Holding History

Rational Advisors’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
2017 Q4	–	Sell	-4,900	Closed	-$274K	–	279
2017 Q3	$274K	Buy	+4,900	New	+$260K	0.15%	157
2017 Q1	–	Sell	-6,800	Closed	-$270K	–	251
2016 Q4	$270K	Buy	6,800 +4,000	+143%	+$155K	0.26%	101
2016 Q3	$107K	Buy	+2,800	New	+$106K	0.07%	232
2015 Q2	–	Sell	-54,522	Closed	-$1.25M	–	492
2015 Q1	$1.25M	Sell	54,522 -15,378	-22%	-$323K	0.3%	112
2014 Q4	$1.51M	Buy	+69,900	New	+$1.46M	0.3%	108
2013 Q4	$2.35M	Hold	96,099	–	–	0.2%	164
2013 Q3	$2.32M	Sell	96,099 -139	-0.1%	-$3.15K	0.18%	183
2013 Q2	$2.07M	Buy	+96,238	New	+$1.96M	0.17%	195

Other funds holding BWXT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Rational Advisors's BWXT Position: Q4 2017 in Review

Rational Advisors sold out of BWX Technologies (BWXT) in Q4 2017, closing a stake of 4,900 shares — an estimated $274K sold.

Rational Advisors first reported a position in BWXT in Q2 2013 and held it in 8 quarters. The position peaked at $2.35M in Q4 2013. 301 funds tracked by Wall St. Rank hold BWXT as of Q4 2017.

Rational Advisors reported no remaining BWX Technologies position as of Q4 2017 after selling out during the quarter.
Rational Advisors sold 4,900 BWX Technologies shares in Q4 2017, an estimated $274K.
Rational Advisors first reported a position in BWX Technologies in Q2 2013 and held it in 8 quarters.
Rational Advisors's BWX Technologies position peaked at $2.35M in Q4 2013.
301 funds tracked by Wall St. Rank held BWX Technologies as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.